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CliftonLarsonAllen LLP
The Wealth Management Associate supports Senior Wealth Advisors in delivering comprehensive, holistic financial services to clients. The role works collaboratively on financial planning, investment, tax, insurance, estate, and retirement strategies while helping manage client relationships and financial plans. This position is based in the Minneapolis downtown CLA office.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services to organizations and individuals. With more than 120 locations across the United States, CLA serves clients as CPAs, consultants, and wealth advisors committed to long-term client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CliftonLarsonAllen LLP.
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