DC
DC

Donja Cluff

6 Years of Experience
Tucson, AZ
Sells Insurance

Donja Cluff is a registered investment advisor at Paradigm Money Management, LLC, based in Tucson, AZ, with 6 years of industry experience. Donja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Paradigm Money Management does not directly manage client investments. Instead, PM2 refers clients to third-party investment managers (TPMs) such as Synergy Financial Management and Morningstar Investment Services. Clients will be billed in accordance with the TPM's fee schedule, which will be disclosed to the client prior to signing an agreement. PM2 receives a portion of the advisory fees charged by the TPM as a referral fee.

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Location

Tucson, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Donja works as an insurance agent for Freedom Equity Group since January 2019 and United Financial Freedom since September 2019. These activities combined take about half of Donja's time.

Employment History
Current Registrations
Paradigm Money Management, LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Centaurus Financial, INC.
April 2018 - October 2018 · 6 mos
Centaurus Financial, INC.Broker
February 2018 - October 2018 · 8 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.