Cliff Ambrose, the visionary behind Apex Wealth, serves as a wealth manager with an innate passion for steering individuals towards enriched financial independence. His journey began with a robust educational foundation in finance and economics, culminating in a degree that set the stage for his financial guidance career. With his start at Metlife, Cliff acquired valuable hands-on experience in the industry, complemented by securing his Series 6 and Series 63 licenses, and later, his Series 65 qualification.
Continually striving for professional growth, Cliff has attained certifications as a Federal Retirement Consultant FRC℠, Certified Tax specialist CTS™, and a Certified Annuity Specialist CAS®, reflecting his unwavering commitment to expanding his financial wisdom.
Cliff’s expertise is finely tuned to the needs of pre-retirees, retirees, and entrepreneurs, offering comprehensive planning that integrates wealth management, estate strategizing, income structuring, and meticulous portfolio development. His mission is singular: to empower members of his community to reach the apex of their wealth potential.
Beyond the financial realm, Cliff dedicates time to nurturing young talents as a football coach, indulges in his love for golf, and commits to charitable endeavors aiding those on the path to recovery. Family plays a central role in his life; with his wife, Allison, and their three children, Brielle, Myles, and Vivian, he relishes the idyllic tranquility of the Caribbean Islands, often escaping to its radiant shores and embracing its hospitable culture.
Education & Professional Experience
Education
Saint Anselm College— Finance & Economics, 2001–2004
Professional Experience
- Owner, Apex Wealth— 2019–Present
Independent financial planning and retirement income strategies. - Regional Manager, National Life Group— 2019–2022
Leadership/recruiting, advisor development, and practice growth. - Owner/Operator, Partners Career Solutions— 2015–2018
Recruiting and consulting for financial services and related roles. - Independent Financial Planner— 2009–2014
Fee-based planning, annuities, tax-aware distribution strategies. - Financial Planner, MetLife / New England Financial— 2004–2008
Comprehensive planning, insurance, and investment solutions.
Designations, Registrations, and Licenses:
Kiplinger Magazine - Published Author
Federal Retirement Consultant (FRC)
Certified Tax specialist (CTS™)
Certified Annuity Specialist (CAS®)
Life and Fixed Annuity License
Investment Advisor Representative (IAR)
Series 65 License
Annuity.org Expert Contributor
Published Author, "Descending the Retirement Mountain"