News and Events

We'd like to share some exciting news!

The Clinton Financial Group is proud to announcement that Eric Marion, Clinton Financial Group’s Financial Advisor has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

We are thrilled to announce that we have expanded our team and are now joined by three new team members:

Cassandra Kozakis, Financial Advisor
Ryan LaRoss, Associate Financial Representative
Eric Marion, CLU®, Financial Advisor

Cassandra, Ryan and Eric join our team with the mission to help successful people live their lives fully and confidently through the power of multi-generational planning. As longtime colleagues and experienced Northwestern Mutual representatives, Cassandra, Ryan and Eric will add to the Clinton Financial Group’s 90+ years of collective financial planning experience that affords our clients access to local expertise combined with world-class insurance and investment solutions.

We believe that there is a true void in our marketplace where successful individuals and families can get advice on the best way to achieve the life they imagine. Cassandra, Ryan and Eric specialize in identifying their client’s financial vision and creating a personalized and innovative plan to meet those goals. Ultimately, we are confident this will improve their client’s experience as they help them to define and realize their best possible life.

All of us at the Clinton Financial Group want to thank you for being a valued part of our practice and we welcome the chance to answer any questions you have, and look forward to our continued success together.

Clinton Financial Group - News & Events 2018

Joe and John had the distinct honor of presenting “Going to Market as an Ensemble” at Northwestern Mutual’s 2018 Eastern Regional Meeting on January 5, 2018. Joe and John offered their expertise and insight on how they have come together around a shared vision to build a successful team with the values, expertise and longevity to serve the evolving needs of our clients and their families for generations to come.

“Our clients expect broad expertise, enduring service and accessibility to their financial planning team,” said Joe. “Working together as the Clinton Financial Group, we strive to meet their needs and exceed their expectations.”
“As a team, we believe this will better serve our new and existing clients,” said John. “Our team of specialists and staff are primed and ready to help with every facet of a financial plan.”