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Annalisa Clifford Gold
Financial Advisor at Centered Wealth
Annalisa Clifford Gold is a Financial Advisor at Centered Wealth, located in Fairfield, Iowa. She has been with the firm since 2016, initially joining as an Executive Assistant before transitioning to her current role as a Financial Advisor in July 2022. Clifford Gold is also registered as an Investment Advisor Representative under Vanderbilt Advisory Services, which is affiliated with Centered Wealth.123
Background and Experience
Annalisa holds a Bachelor’s degree in Maharishi Ayurveda from Maharishi International University, which she completed from 1989 to 1993. Her career includes various roles, such as:
- Executive Assistant at Centered Wealth (2016 - Present)
- Investment Advisor Representative at Centered Wealth (August 2022 - October 2022)
- Sales Manager at Blue Fish Clothing (2015 - 2016)
- Development Director at Maharishi School of the Age of Enlightenment (2014 - 2015)
- Director of Public Relations at Maharishi School (2010 - 2014)
She has also completed advanced training in life transitions through the Financial Transitions Institute, focusing on helping clients navigate significant life changes with resilience and purpose.1234
Professional Focus
Annalisa specializes in socially responsible investing and aims to empower her clients through financial planning that aligns with their values and life goals. She is passionate about supporting clients during transitions such as family changes, loss, and legacy planning. Her approach emphasizes creating a safe space for clients to explore their core values and develop meaningful financial strategies.23
Licenses and Certifications
Annalisa holds the following licenses:
- FINRA Series 7
- FINRA Series 66
These licenses enable her to operate as both a securities agent and an investment advisor representative, allowing her to serve clients in Iowa.34
In her personal life, she is actively involved in community service, particularly in initiatives related to food security and environmental health, and enjoys outdoor activities such as camping and hiking.2
