Welcome to Pines Wealth Management

CONNECT

Address:

11475 Olde Cabin Rd., Ste. 220
St. Louis, MO 63141

Phone:

314-576-6767 or,314-432-2334

Fax/Other:

314-432-3667

Clifford E. Van Ittersum, CFP®

Clifford E. Van Ittersum, CFP®

"I understand the variety of financial concerns our clients have about themselves, their families, or the business they support. My mission  is to create and implement financial strategies designed to build and maintain wealth. I will communicate a sincere, caring attitude toward every client and will always strive to place my client's financial well-being above my own."

Since 1982, Cliff has been providing sound financial advice to his many clients as a financial planning consultant and licensed securities registered representative in St Louis, Missouri. Here, Cliff works to enhance his clients financial future through a relationship built on a solid foundation of mutual respect, knowledge and trust.  Through consistent effort and a reputation for outstanding service, he has built a solid base of satisfied clients who would recommend him to their friends and colleagues.

Cliff has achieved the following designations that enhance his knowledge in investments and financial planning: CFP®, Chartered Life Underwriter and Chartered Financial Consultant.  He graduated from Michigan State University earning a bachelor's degree in communications in 1974.  His professional affiliations include memberships in the Society of Financial Professionals and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Areas of specialization in Cliff's business career include investment advisory services, retirement and estate planning, as well as financial planning.  His clientele consists of business owners, professionals, corporate executives and individuals interested in building and maintaining wealth.  In sharing his expertise, Cliff has conducted seminars on: "Do You Have Enough To Retire?" and "How Much Estate Tax?"

Active in his community, Cliff is involved with several non-profit organizations, a leader in the Boy Scouts of America and a father of two Eagle Scouts, and as an elder in his church.  In his leisure time, he enjoys snow skiing, biking and family activities.  Cliff and his wife, Deborah, reside in Chesterfield, MO.


Background and Education

  •  Registered General Securities Principal, 1988
  •  CERTIFIED FINANCIAL PLANNER™, 1994
  •  Chartered Financial Consultant, 1984
  •  Chartered Life Underwriter, 1982
  •  Bachelor of Arts, Communications, Michigan State University, 1974
  •  Conducted seminars on tax, estate, and retirement planning

Licenses and Registrations

Cliff is Series 6, 7, 22, 24 and 63. He also carries the appropriate Missouri state insurance licenses.

 

Phone 314-576-6767 ext. 108
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck