Cliff Oberlin
Earl Clifford Oberlin III (born December 10, 1956) is an American business executive, philanthropist, and founder, chairman and CEO of Oberlin Wealth Partners, a Registered Investment Advisor serving the ultra-affluent.[1][2] Oberlin is a published author. His first book, Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers,[3] was published by Bloomberg in 2004.[4]
Career[edit]
Oberlin founded National Retirement Partners (NRP Financial), an Ohio broker/dealer and registered investment adviser, in 2000 and was named President and CEO.[5] NRP Financial was twice ranked in INC 500, and ranked #2 on the list in 2009.[6] NRP was acquired by LPL Financial in December 2010.[7]
References[edit]
- ↑ "Wealth Management for Super Rich". Forbes.
- ↑ "Biography". Family Offices.
- ↑ 1956-, Oberlin, Cliff, (2004). Building a high-end financial services practice : proven techniques for planners, wealth managers, and other advisers. Powers, Jill, 1968- (1st ed.). Princeton: Bloomberg Press. ISBN 978-1576601587. OCLC 53485244. Search this book on
- ↑ "Cliff Oberlin". www.goodreads.com. Retrieved 2018-06-27.
- ↑ "International Wealth Management Forum". www.ifgwealthmanagement.com. Retrieved 2018-08-09.
- ↑ "The Inc. 5000 2009, America's fastest-growing companies". Inc.com. Retrieved 2018-08-09.
- ↑ Kelly, Jessica Toonkel and Bruce. "LPL's purchase of NRP: A closer look". www.investmentnews.com. Retrieved 2018-08-09.
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