Clifton Barnes is an Investment Advisor Representative with CR Barnes Wealth Management. With more than 15 years of experience in tax planning and a lifelong connection to the financial services industry, Clifton is passionate about helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals.
Clifton believes that effective planning is about more than numbers—it's about helping people maximize what they have worked hard to build. He takes pride in developing meaningful relationships with clients, understanding what matters most to them, and helping create strategies that support their vision for the future.
A San Antonio native, Clifton grew up around the family business and developed an appreciation for the impact thoughtful financial guidance can have on people's lives. Today, he enjoys helping clients navigate important life transitions while providing the personalized attention and guidance they deserve.
Outside of work, Clifton enjoys spending time with his wife, Lisa, and their two daughters, Blake and Piper. He is an avid sports enthusiast who enjoys tennis, golf, soccer, and skiing, and can often be found cheering on the San Antonio Spurs. When time allows, he enjoys escaping to Angel Fire, New Mexico, with his family and their dog, Branch.
Professional Registrations & Licenses
- Enrolled Agent (EA)
- FINRA Series 7
- FINRA Series 66
Helping families and business owners maximize what they've worked hard to achieve.