ATLANTA, Jan. 27, 2022 /PRNewswire/ — CornerCap Prosperity Advisors announced these days the addition of Ian Clemens to the money solutions firm’s expanding group. As the firm’s latest Prosperity Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose associates are now reaching critical monetary milestones in their life span.
Xennials make up the micro-technology on the cusp of Generation X and Millennials, with delivery years from the late 1970s to the early 1980s. The group’s 25 million associates achieved adult milestones in the 2000s, prior to the economic downturn that impacted Millennials’ job and fiscal milestones. Xennials have unique financial targets and alternatives. From a behavioral finance standpoint, they identify differently than Era X and Millennials with new opportunities like cryptocurrency and classic wealth developing tools, which include shares and assets.
“We are fired up to introduce Ian as a specialized member of the CornerCap Prosperity Advisors crew,” stated Cannon Carr, CEO and Chief Financial commitment Officer. “He genuinely embraces the CornerCap philosophy of Lifetime AppreciatesTM and will be a crucial member of our workforce helping Xennial customers by serving to their lifetime and prosperity enjoy with each other.”
A Xennial himself, Clemens will lead the impartial wealth management firm’s customers through its exceptional Discovery Method, which focuses on personal story and lifestyle goals above numbers. CornerCap features extensive fiscal planning and aids customers build a big-picture tactic built to satisfy their monetary ambitions.
“From escalating families to grownup small children taking care of getting older mothers and fathers, from those people ascending the corporate ladder to business owners preparing for early retirement, I love studying about each and every client’s private tale and ambitions,” stated Clemens. “Employing details and sector-foremost prosperity management analysis, we empower CornerCap consumers to make educated financial decisions and be purposeful with their finances to meet up with their lifetime and wealth goals.”
Ian brings much more than ten years of arms-on experience in money expert services to his situation at CornerCap Wealth Advisors. His vocation incorporates function at a nationally regarded tax and accounting business and multi-billion-dollar financial commitment administration firms. In addition to attaining expenditure examination practical experience, he has assisted consumers with retirement, tax, and estate arranging – and has skills in insurance coverage, charitable offering, and investment decision methods. Clemens is a graduate of the University of Texas at Arlington and member of the Atlanta Culture of Finance and Expenditure Professionals.
Resource CornerCap Wealth Advisors