Erin Clifford

About Erin Clifford

I work with ambitious, family-oriented professionals to align their wealth with the life they’re here to live—on purpose, with clarity, and without the guesswork.At Truly Aligned Wealth Management, our clients are building businesses, navigating equity compensation, growing their families, and dreaming bigger than ever.What they all have in common: They want more than investment advice.They want a strategy that brings everything together—and a partner who helps them make confident, aligned decisions every step of the way.That’s where our Financial Alignment™ framework comes in.It’s a comprehensive financial planning process that connects your values to your money—and your money to the life you’re creating. We integrate investment management, tax strategy, cash flow, equity comp, insurance, estate planning, and more into one cohesive plan.And it all starts with insight. Take our Wealth Archetype Quiz—it’s free, takes less than 5 minutes, and is the first step in understanding your financial personality and how to make it work for you. there, we: Clarify your vision and long-term goals Build a personalized, data-backed roadmap Coordinate every moving part of your financial life Offer implementation support and ongoing guidance Help you stay focused on what truly matters—your family, your purpose, and your futureCurious if we’re the right fit? Schedule a complimentary consultation and let’s talk. Because wealth isn’t the goal. Alignment is.

Experience

1. Wealth Advisor

   Truly Aligned

   May 2023 — Present · Greenville, SC, US

   Securities are offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered though WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CA License #40•••91

Education

• University of Arizona

  Bachelor’s Degree

Skills

• Loggerpro
• Research
• Microsoft Office
• C
• Matlab
• Customer Service
• Teamwork
• Event Planning
• Solidworks
• Social Media
• Group Work
• Leadership
• Time Management
• Technical Writing
• Microsoft Word
• Public Speaking
• Powerpoint
• Microsoft Excel