Clive Cholerton - Senior VP - Head of FinLife Partnerships

Clive Cholerton

Vice President, Head of FinLife Partnership Development

What are three words people use to describe you?

Energetic, creative, driven.

When you are not working, what do you care about most?

My family. My wife is an accomplished actress, and my son is ready to embark on his college experience. Also, I love hockey. I’m Canadian, so it is embedded in my DNA.

What's your MoneyMind®?


Clive serves as a Marketplace Spokesperson and Initial Sales Manager for FinLife Partners. In addition, he ensures our partner firms exceed their FinLife goals by overseeing training and implementation of FinLife protocols.

A proven entrepreneur and advisor, Clive was previously the founder of Spectrum Assets, Inc., an RIA he began building in 1997, which served the needs of high-net-worth clients in Boca Raton, Florida.

Seeking a more refined client experience model and partnership, he made the decision to sell his practice to United Capital in 2007, becoming Managing Director of the seventh firm acquired by United Capital.

Since the acquisition, Clive has served in numerous positions at United Capital, the most recent being Vice President of Growth Practice Management. In this role, he successfully partnered with advisors on how to implement the United Capital client experience and the Financial Life Management toolset.

Clive has an undergraduate degree from Shenandoah University and resides with his son, Evan, and wife, Margery, in south Florida.