
Cliff Ambrose FRC℠, CTS™, CAS®
Cliff Ambrose, founder of Apex Wealth, is a dedicated wealth manager focused on helping individuals achieve financial independence. With a strong background in finance and economics, he began his career at MetLife, gaining hands-on industry experience and earning his Series 6, 63 and 65 licenses.
Committed to professional growth, Cliff has obtained certifications as a Federal Retirement Consultant (FRC℠), Certified Tax Specialist (CTS™) and Certified Annuity Specialist (CAS®), showcasing his dedication to expanding his financial expertise.
He specializes in working with pre-retirees, retirees and entrepreneurs, providing comprehensive financial planning, including wealth management, estate planning, income structuring and portfolio development. His goal is to help individuals maximize their financial potential.
Outside of work, Cliff enjoys coaching youth football, playing golf and supporting charitable causes. Family is a central part of his life, as he cherishes spending time with his wife, Allison, and their three children, Brielle, Myles and Vivian. They often travel to the Caribbean, where they enjoy the peaceful surroundings and welcoming culture.