Clancy Cramer

Clancy started in the financial services industry in 2020, working in insurance and financial services as the pandemic unfolded, which shaped how he thinks about risk, planning, and resilience for real people.

With a professional background rooted in training and client service, he aims to break down complex topics so clients can better evaluate their choices. He focuses on helping clients strengthen their financial position so they may have more options in how they allocate their time and money.

Clancy is a CERTIFIED FINANCIAL PLANNER^® professional and holds FINRA Series 7, 63, and 65 insurance licenses as well as life and health insurance licenses in WI, CT, CA, and NY. He graduated from Colorado State University Global with a bachelor’s in finance specializing in personal finance. 

As a CERTIFIED FINANCIAL PLANNER^® professional, Clancy is held to fiduciary standards when providing financial planning services and emphasizes education, transparency, and integrity in client relationships.

On a personal note, Clancy is multifaceted. He began playing piano at age five and professionally at sixteen. He has a passion for coffee (brewing, roasting, and sourcing) and recently took up golf. He enjoys exploring wine, meditation, and theology, learning French one step at a time, and running marathons at a pace he describes as embarrassingly slow. He and his wife of 15 years visit loved ones across the United States and travel abroad whenever they can.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.