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.