Cliff Straub is a Certified Financial Planner ™ and independent Registered Investment Advisor Representative located in Middletown, Connecticut. He is the President and Principal Advisor of Lifestyle Financial Strategies, LLC, a fee-only financial planning and investment advisory practice. He helps clients achieve greater clarity, better control and higher confidence for their financial lifestyle.
Cliff holds a B.S. in Economics and an MBA in Finance. He has more than 25 years of experience in the financial services industry focusing on corporate finance and personal financial services.
After achieving the designations of Certified Financial Planner™ and Registered Investment Advisor Representative, Cliff chose to fulfill a dream of creating a financial advisory practice where the focus was on advice, not sales. He also chose to provide his services for a fee, eliminating client concerns about commissions and hidden charges. This provides transparency to his compensation, and allows him to provide a fiduciary level of care. His reminder to prospective clients is, “Salespeople are paid by commissions…Advisors receive a fee.”
Cliff focuses his practice on time starved professional singles; individuals preparing for, or in retirement; and people experiencing a major life transition. He also works with smaller not-for-profit organizations to enhance the management of their endowment funds.
Heavily involved in his community, Cliff serves on the Board of Directors of Middlesex United Way, President Emeritus of St. Luke’s Elder Care Solutions and as a member of Rotary International. Professionally he has served on the Board of the Financial Planning Association’s Connecticut Valley Chapter, is a member of the Central Connecticut Business and Estate Planning Council and is a member of the Alliance of Comprehensive Planners..
When not working, Cliff enjoys bass fishing, boating, travel & embarrassing attempts at golf. He characterizes himself as a Recovering Banker.