Clifford D. Edelmann
Director - Investments
Private Wealth Advisor
Boca Raton, FL
(561) 620-2139
Financial Professional holding Series 7 and 66 licenses
Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (Series 66 license)
“I specialize in relationships and delivering personalized service, helping my clients plan for retirement, wealth accumulation or tax-efficient investing.”
Clifford Edelmann graduated from the University of Florida in 1995 with a B.A., Business Administration, and from Wake Forest University Graduate School of Management in 2004 with an M.B.A., Finance and Marketing. A long-time bond investor, Cliff joined HJ Sims in 2010, bringing practical business experience and a formal business education in the evaluation of municipal and corporate issues, as well as portfolio analysis and management.
Cliff’s focus is on building long-term client relationships by personally assisting clients with their retirement planning, education funding, wealth accumulation, and tax-efficient investing.
Prior to joining H.J. Sims, Cliff founded and operated a marketing consulting firm assisting professional services firms and individual clients with all aspects of the marketing and business development functions.
Credentials
• Financial Professional holding Series 7, 66 licenses, Florida insurance license
• Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims (Series 66 license)
• Specializes in fixed income investing, retirement planning, education funding, wealth accumulation and tax efficient investing
