Clinton Dosio is an Executive Wealth Manager with Genesis Wealth Management and a CERTIFIED FINANCIAL PLANNER™. Clinton holds his FINRA Series 7 and 66 registrations through LPL Financial as well as his life and health insurance licenses. Prior to joining Genesis Wealth Management, Clinton served as the Vice President for Wealth Management with Fidelity Bank and also served as a Wealth Manager for USSA Wealth Management providing comprehensive financial planning and advice.
Clinton has over 13 years of experience in the financial services industry, with a thorough knowledge in the following areas:
- Personal retirement planning
- Company retirement planning
- Estate planning
- Risk management and income strategies
- Investment strategies
- Asset protection strategies and insurance planning
Clinton graduated with a bachelor's degree in business finance from Liberty University and a master's degree in financial planning. He also holds the Master Planner Advanced Studies® designation from the College for Financial Planning. He also taught accounting and finance as an adjunct instructor.
Clinton loves spending time with his wife, and three children. Clinton is very involved with his church, leading worship and missions. Clinton is on the board for Deeply Rooted Grounds, a non-profit that helps individuals through providing food, water and other community based programs to provide hope to the impoverished. A fun fact about Clinton is that he loves to compete in and teach Brazilian Jiu Jitsu.