Strategic Financial Solutions

CONNECT

Address:

200 2nd Avenue SE
Cedar Rapids, IA 52401

Phone:

(319) 363-2509 (800) 253-7991

Fax/Other:

(319) 362-2443

Bert McClintock, CFP®, FLMI, ACS

Bert McClintock, CFP®, FLMI, ACS

Vice President of Retirement Services

Bert joined Strategic Financial Solutions in 2005 and started in the Financial Services Industry in 1998.  He is a Registered Representative and Investment Adviser Representative with Principal Securities, and is a Financial Representative for the Principal Financial Group®

Bert is a CERTIFIED FINANCIAL PLANNERTM  (CFP®) professional, having successfully completed rigorous coursework in financial planning, insurance, investments; tax planning, retirement planning and estate planning. He also has a FINRA Series 7, and 66 securities registration and Life and Health insurance license. 

Bert’s background, knowledge and diverse history with corporate retirement plans helps provide clients with a quality client service experience.

Bert spent a number of years working in the Investment Services area of the Principal Financial Group®, which was responsible for the management and monitoring of the Institutional Investment Platform.  Bert also had the unique opportunity to visit a number of clients and investment management firms throughout the United States, which has helped round out his expertise and allows him to bring a different perspective to our clients.

Bert has been able to extend his experiences with corporate retirement plans, institutional investment platforms and asset allocation work to individuals to help assist with their financial planning, retirement planning, and investment needs.  His focus on creating a positive client service experience continues to build loyalty with our wonderful clients and corporate plan participants.                           

Bert is active locally and within the financial services industry as a member of the Cedar Rapids Estate Planning Council, NAIFA-Cedar Rapids (National Association of Insurance and Financial Advisors), the Cedar Rapids Economic Alliance, Leadership for Five Seasons, the ESOP Association, Fairfax Youth Sports Association and his family. 

Bert and his wife, Tia, are blessed with two children, Collin and Paige.  Growing up on a farm outside of Essex (Southwest Iowa) is still core to Bert’s work ethic, values and desire to help others.  In his free time, Bert enjoys being outdoors whether that is golfing, boating, hunting, playing/coaching sports teams or simply spending time with his family.

 

Favorite Food: Wife's lasagna

Favorite Quote: How can I be the answer to someone else's prayer today

Favorite Movie: tommy boy

Favorite Holiday: Christmas

Biggest Accomplishment: Being a Partner at SFS and carrying out the mission of helping as many people as possible to build and protect their financial futures

Place to visit: Australia

 

Phone 319-363-2509
Fax 319-362-2443
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck