Clint Urso
Clint Urso is a registered investment advisor at Atlantic Investments a Registered Investment Advisor, INC, based in Los Angeles, CA, with 15 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Planning: Projection of asset base and cash flow for retirement based on tax rates, inflation, investment returns and living expenses. For retired clients, this includes sustainable living expense levels, the impact of changing asset allocation, the impact of special purchases/gifts, and where to take income to cover living expenses. For clients near retirement, this includes optimal retirement date, appropriate living expense levels, insurance coverage needed, structure portfolio, and appropriate living expense levels.
- Financial Planning: Projection of future cash flows, analysis of current resources and cash flows, appropriate debt level, should current debt be restructured, appropriate spending for major purchases, amount of support to provide family members, monthly cash flow, review of current tax status, and review of retirement goals.
- Basic Financial Plan: Analysis of current investments, analysis of expenses (present & future), analysis of short/long term financial goals, review of current tax status, and review of retirement goals.
Location
2029 Century Park East, Suite 400, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clint is the owner and insurance agent at Atlantic Financial Services, Inc dba Atlantic Financial Insurance Services, focusing on insurance sales and services since 2009. This activity takes about half of Clint's time.
Employment History
Current Registrations
Atlantic Investments a Registered Investment Advisor, INC
State Registrations1 state
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