Associate - Los Angeles
Cliff Duester is an Associate in the Los Angeles office of Lenox Advisors who has helped high net worth individual and corporate clients of the firm achieve their financial goals since 2014. With his individual clients, Cliff specializes in providing integrated solutions regarding wealth management, insurance, and estate planning. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Before joining the Lenox team, Cliff spent five years conducting commercial finance, and then he spent six years with Guardian. He graduated from the University of Colorado, where he obtained a Bachelor of Economics degree.
He received the CFP® designation through his studies towards a Master of Science in Business Administration with a concentration in Financial & Tax Planning at San Diego State University School of Business.
His greatest passion is international travel. He has traveled to 44 countries and has lived in both Argentina and Spain. In his free time, you will find him golfing or spending quality time with his family and three dogs.
For Cliff’s complete licensing information click here.