Clifford Jurdi - Retirement Plan Consulting - United Capital

Clifford J. Jurdi, M.S., CFP®, CHFC

Independent Presenter and Financial Counselor

Cliff Jurdi is an independent Presenter working with The PFE Group*. He is a Certified Financial Planner™ practitioner and has conducted hundreds of PFE workshops nationally over the last 15 years. Cliff is the Principal of Clifford J. Jurdi, CFP ®, CHFC. He is a Registered Representative, as well as an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, and a Registered Investment Adviser.

Cliff's specialty is comprehensive financial and retirement planning, which includes investment analysis, risk management and estate planning. Cliff is also an instructor in the Master's in Taxation curriculum at Northeastern University. He teaches Retirement Planning and Employee benefits at Northeastern. He has also taught Risk Management as well as The Financial Planning Process at Northeastern's CFP® curriculum. In addition, he is an adjunct faculty member at Boston University, teaching Retirement Planning and Employee Benefits in the Certified Financial Planner™ curriculum.

Cliff holds a M.S. in Financial Planning from Bentley College; has been inducted into Beta Gamma Sigma; and a roster member of the FINRA board of arbitration. As a Registered Representative of Commonwealth Financial Network, Cliff holds series 7, 24, 63 and 65 licensing as well as multiple state insurance licensing.

* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.