Cliff Hall

EDUCATION & CREDENTIALS

• Bachelor's Degree in Business Administration

• FINRA Series 7 and 66 securities registrations

• CA Insurance License 0830431

• Registered to serve clients in California, Oregon, Arizona and Hawaii.

EXPERIENCE:

• Joined Principal Financial Group in 2016.

• Qualified to serve individuals, families, businesses, medical & professional practices, and farms/agribusiness.

• I work with a team of specialists, business attorneys and CPA's to assist in more complex cases such as estate planning, informal business valuations, buy/sell agreement reviews, succession planning, and group benefits. 

• Over 25 years of working with business owners, school districts, city & county agencies, and non-profits through three different industries.  Have a good understanding of the many challenges faced by business owners and organization leaders. 

COMMUNITY LEADERSHIP & INVOLVEMENT

• Member of National Association of Insurance and Financial Advisors (NAIFA), Fresno Chapter

• Hands-On Central California Board Member

• Member of the Fresno Business Council

• Member of the San Joaquin Valley Manufacturing Alliance

• Affiliate Member of the American Council of Engineering Companies (ACEC), San Joaquin Valley Chapter

• CrossCity Church Elder Board Member

INTERESTS:

• Relaxing and enjoying time with my wife, family and friends.  Reading, Traveling.

• Golf, Basketball, Outdoor Activities, Chess.

• Unusual Hobby:  Writing and performing stand-up comedy / motivational-educational speaker

WHY I CHOSE TO JOIN PRINCIPAL:

Principal supports my financial process and provides me with the services, solutions and flexibility to serve the unique needs of each client.  They have a large portfolio of both insurance and investment solutions. 

I also work with a variety of other insurance companies and investment options--all of which helps me provide recommendations and solutions designed to fit for each individual client.