Fee-Only financial planner located in Milwaukee, WI, serving clients locally and across the country
In addition to serving clients as a financial advisor, Clint Wondra serves as our Chief Operating Officer. Prior to joining the firm, Clint was a tax manager for PricewaterhouseCoopers LLP working first in Chicago and then in the Milwaukee office as part of PwC’s national Personal Financial Services (PFS) practice. Clint earned both his undergraduate and Masters of Accountancy degrees from the University of Wisconsin-Madison Business School. Clint is a licensed CPA in Wisconsin and holds the Personal Financial Specialist (PFS) designation issued by the American Institute of Certified Public Accountants (AICPA). He is also a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and serves on the board of the Financial Planning Association (FPA) of Wisconsin. Clint is a sports and fitness enthusiast who stays active golfing, playing basketball and weight training. He and his wife, Amanda, live in Richfield where they are raising their growing family.
Clint Wondra is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We are smart, nice, and honest, work as a fee-only, fiduciary firm, and are highly credentialed. We are at the ready to help you navigate both the expected and the unexpected financial events in your life. Whether it’s brainstorming or advising, or communicating, coordinating, or implementing financial decisions, you can count on us for cutting edge expertise delivered with the Midwestern values of integrity, discretion, and plain speaking.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Clint Wondra is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Clint Wondra is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Clint Wondra is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Clint Wondra
250 West Coventry Ct.
Milwaukee, WI 53217