Van Cleave, CFA®

Wealth Advisor

40 years

Industry experience

Education & Professional Affiliations:
• University of Wisconsin – Master of Business Administration
• University of Wisconsin – Bachelor of Business Administration
• CFA Institute – Member
• CFA Society of Milwaukee – Member

Why I Got Into This Business:
For many years, I worked as an investment analyst. While this work helped build a strong foundation in finance, it did not afford the direct client experience that I craved.  I wanted to build relationships, become a trusted advisor, and help people plan for their financial future.  Today, I’m honored to share my knowledge and work together with clients to help build a plan for their financial goals.  

Community & Charity Involvement:
Board of Directors Member – Eastcastle Place (Life Plan Senior Community)     

Favorite Quote:
“A good head and a good heart are always a formidable combination” – Nelson Mandela