Cliff Guthrie is a Certified Financial Planner with more than 10 years of experience and has been educating Northeast Florida residents on personal finance and retirement planning strategies for many years. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years. He provides comprehensive financial planning strategies to pre-retirees and retired individuals, helping them achieve total wealth optimization and a reliable income source in retirement. Lee ensures that every client walks away feeling at ease and content about their future. Lee holds the following licenses: FINRA Series 66 License and FL 2-15 insurance license. He graduated from Jacksonville University with a degree in Finance. He was born and raised in Jacksonville, Florida and in his spare time loves to read, cycle and sail on the St. Johns River.
