Cliff Cosper, CFP®, AAMS®
Financial Advisor
Phone: 254-342-3939
16 E. Avenue A, Ste. 208
Temple, TX 76501
I am a lifetime resident of Bell County. My wife of 17 years, Laura, and I have lived here for 35-plus years. We attended school here, work here, and raise our kids here. Our two sons, Andrew (15) & Alec (10), keep us busy with their various hobbies and passions.
I am very involved in my local community and sit on several boards in the area, including:
Holland ISD Board of Trustees
Holland Cemetery Board
Blackland Baseball Softball Association - President
Holland Baseball Association - President
Laura and I attend St. John’s Lutheran Church in Bartlett, TX.
I enjoy working with my clients from across the United States in meeting their financial goals using comprehensive plans tailored to their specific needs, risk tolerance, and tax concerns.
I intentionally keep my book of business manageable to ensure each client gets the attention they deserve. I partnered with Innovative Financial Group and Osaic Weatlh to provide world-class service with the absolute best technology in the industry. This allows me to meet with my clients on their terms, whether in person, via phone, or teleconference. The tools I have at my disposal allow me to provide the best service experience for my clients.
Education:
Texas A&M – Central Texas
Bachelor’s degree
Certified Financial Planner™ Professional
College of Financial Planning
Accredited Asset Management Specialist (AAMS®)
Licenses:
Series 7
Series 66
Life and Health – Texas
General Lines – Property and Casualty - Texas