Cliff Oberlin is the CEO and CCO of Oberlin Financial International, a FINRA-registered broker-dealer, and Oberlin Wealth Partners, a registered investment adviser. 

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Cliff has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, which was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multibillion-dollar bank holding company.

Cliff is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®).

 

Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3-year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.

He was a member of the FINRA Membership Committee, served as Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the Chairman of the Firm Element Committee. Mr. Oberlin has served on the FINRA District 8 Business Conduct Committee and was Chairman of the FINRA District 8 Business Conduct Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division.

 

He was Chair of the YPO International Financial Services Network, YPO Miami | Fort Lauderdale Gold Chapter, YPO Family Office Network and member of the YPO International Forum Committee. Cliff holds various securities licenses including FINRA Series 7, 24, 4, 53, 63 and 65.

 

He is co-author of “Building a High-End Financial Services Practice”© Bloomberg Press 2004 and “Family Fortunes – How Family Enterprises Thrive Across Generations” © 2022.