ATLANTE, January 27, 2022 /PRNewswire/ — CornerCap Wealth Advisors today announced the addition of Ian Clemens to the growing team of the financial services company. As the company’s newest wealth management strategist, Ian Clemens focuses on the Xennial microgeneration, whose members are now reaching key financial milestones in their lifetime.
Xennials are the micro-generation at the peak of Gen X and Millennials, with birth years ranging from the late 1970s to the early 1980s. All 25 million members of the group have reached adult milestones in the 2000s, before the recession impacted the career and financial milestones of millennials. Xennials have unique financial goals and opportunities. From a behavioral finance perspective, they identify differently than Gen X and Millennials with new opportunities like cryptocurrency and traditional wealth building tools including stocks and gold. real estate.
“We are delighted to introduce Ian as a specialist member of the CornerCap Wealth Advisors team,” said Cannon Carr, CEO and Chief Investment Officer. “He really embraces the CornerCap philosophy of Life AppreciatesMT and will be a key member of our team helping Xennial clients by helping their lives and wealth enjoy together. »
A Xennial himself, Clemens will lead clients of the independent wealth management firm through his unique discovery process, which emphasizes personal history and life goals rather than numbers. CornerCap offers comprehensive financial planning and helps clients develop an overall strategy designed to achieve their financial goals.
“From growing families to adult children managing aging parents, from those moving up the corporate ladder to entrepreneurs planning for early retirement, I love learning about each client’s personal story and goals,” Clemens said. . “Using leading wealth management data and research, we empower CornerCap clients to make informed financial decisions and be purposeful with their finances to achieve their life and wealth goals.”
Ian brings over ten years of hands-on financial services experience to his role at CornerCap Wealth Advisors. During his career, he has worked at a nationally recognized tax and accounting firm and multi-billion dollar investment management firms. In addition to gaining experience in investment analysis, he has assisted clients with retirement, tax and estate planning – and has expertise in insurance, charitable giving and investment strategies. Clemens graduated from University of Texas at Arlington and Fellow of the Atlanta Society of Finance and Investment Professionals.
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SOURCE CornerCap Wealth Advisors