Clifford Haugen
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Clifford Haugen

Linkedin Profile
Principal & Financial Advisor; President at BLBB Advisors | Montgomeryville, Pennsylvania, United States
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About Clifford Haugen

  • Clifford Haugen serves as Principal and Financial Advisor at BLB&B Advisors, LLC, where he leverages his extensive background in Systems Engineering and Business to empower individuals and families in making informed financial decisions. With a commitment to fiduciary responsibility, Clifford specializes in wealth management, investment...
    Clifford Haugen serves as Principal and Financial Advisor at BLB&B Advisors, LLC, where he leverages his extensive background in Systems Engineering and Business to empower individuals and families in making informed financial decisions. With a commitment to fiduciary responsibility, Clifford specializes in wealth management, investment advisory, and comprehensive financial planning, ensuring that clients navigate the complexities of their financial landscapes with confidence. His approach is rooted in understanding that financial planning is not a one-time event but a dynamic, lifelong process that adapts to the unique situations and aspirations of each client. At BLB&B, founded in 1964, Clifford plays a pivotal role in guiding clients through long-range, multi-variable decisions often made with incomplete information. His expertise extends to estate planning and philanthropy, where he helps clients align their financial strategies with their personal values and legacy goals. Clifford is particularly passionate about working with small business owners, providing tailored advice that addresses their specific challenges and opportunities. Currently, he is involved in several key projects aimed at enhancing the firm’s service offerings, including developing innovative financial planning tools and resources that empower clients to take control of their financial futures. His commitment to board governance and fiduciary principles ensures that every recommendation is made with the highest ethical standards, reinforcing BLB&B’s reputation as a trusted advisor in the financial services industry. Through his work, Clifford Haugen continues to make a meaningful impact on the lives of his clients, helping them achieve their financial goals and lead more fulfilling lives.
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  • Clifford Haugen Work

    • Principal & Financial Advisor; President at BLBB Advisors in September 2008 to Present
    • President - Rutherford, Brown & Catherwood at The Phoenix Companies in February 2004 to September 2008
    • CFO & CCO - Walnut Asset Management at The Phoenix Companies in February 2004 to September 2008
  • Clifford Haugen Skills

    • Wealth ManagementSmall BusinessPhilanthropy
      Investment AdvisoryFinancial PlanningEstate PlanningFiduciaryBoard Governance

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  • About Clifford Haugen's Current Company

  • Frequently Asked Questions about Clifford Haugen

    • What is Clifford Haugen email address?
      Email Clifford Haugen at k***1@gmail.com and c***n@blbb.com. This email is the most updated Clifford Haugen email found in 2025.
    • What is Clifford Haugen phone number?
      Clifford Haugen phone number is +18014551518 and +19737609445.
    • How to contact Clifford Haugen?
      To contact Clifford Haugen send an email to k***1@gmail.com or c***n@blbb.com. If you want to call Clifford Haugen try calling on +18014551518 and +19737609445. (updated on October 29, 2024)
    • What is Clifford Haugen net worth?
      Clifford Haugen has an estimated net worth of $25,000 to $49,999
    • What company does Clifford Haugen work for?
      Clifford Haugen works for BLBB Advisors
    • What is Clifford Haugen's role at BLBB Advisors?
      Clifford Haugen is Principal & Financial Advisor; President
    • What industry does Clifford Haugen work in?
      Clifford Haugen works in the Financial Services industry.

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