Clint Seefeldt, CFP®

I was first introduced to the financial services industry through my dad, who worked in the profession. From a young age, I was fascinated by the markets. After purchasing my first stock at age 12, I knew I had found something I loved. That early experience sparked a lifelong passion for investing and financial planning, ultimately leading me to pursue a career as a financial advisor.

My areas of expertise include comprehensive financial planning, student loan planning, estate planning strategies, tax-efficient planning, and retirement planning. I work with clients to simplify complex financial decisions, create strategies tailored to their unique needs, and help them move forward with clarity and confidence.

I primarily work with physicians, high-earning professionals who are not yet retired (often referred to as HENRYs), retirees, and small business owners. These groups often face unique financial challenges – from managing student debt and complex benefits packages to preparing for retirement and planning business transitions. My goal is to provide personalized strategies that help simplify decision-making and bring clarity to every stage of their financial journey.

The strategies I help clients with are always tailored to their individual goals, but they often include retirement income planning, investment strategies, asset protection, debt repayment strategies, and tax-efficient planning approaches. I focus on creating plans that balance growth with protection, helping clients manage today’s needs while preparing for tomorrow’s opportunities.

What sets me apart is the way I combine a deeply personal approach with a disciplined investment process. I treat every client like family, taking the time to understand their story, values, and goals, so they feel supported and confident in each decision. On the investment side, I incorporate fundamental analysis using Elliott Wave Analysis to help guide strategies with both a technical and practical lens. This blend allows me to create plans that are not only data-driven, but also aligned with what matters most to each client.

My favorite part about working with clients is the incredible moment when they realize they’re on track to reach retirement, or when they’ve achieved a major goal because of the guidance we put in place together. Seeing the relief, excitement, and confidence that comes with that progress is what motivates me every day. It’s rewarding to know the planning we’ve done isn’t just numbers on a page, it’s helping people move closer to living the life they’ve envisioned.

Access to the Savvy platform has been a game-changer for me as the platform streamlines many of the behind-the-scenes tasks of financial planning, giving me more time to focus on what matters most, serving my clients. With an intuitive client portal, advanced planning tools, and dedicated support from the Savvy team, I’m able to deliver a more transparent, efficient, and personalized experience. This allows me to spend less time on operations and more time helping clients feel confident about their financial futures.