Clifford D. Edelmann

Senior Vice-President/Investments
Boca Raton, FL
(866) 587-2124

  • FINRA Registrations: Series 7 & 66 licenses
  • Specializes in fixed income portfolio development and management, retirement planning, education funding, wealth accumulation and tax-efficient investing

“Fixed income investments free you from the day-to-day volatility of the equity markets while providing tangible, and predictable, returns. More importantly, they provide peace of mind.”

Clifford Edelmann graduated from the University of Florida in 1995 with a B.A., Business Administration, and from Wake Forest University Graduate School of Management in 2004 with a M.B.A., Finance and Marketing. A long-time bond investor, Cliff joined HJ Sims in 2010, bringing practical business experience and a formal business education in the evaluation of municipal and corporate issues, as well as portfolio analysis and management.

Cliff’s focus is on building long-term client relationships by personally assisting clients with their retirement planning, education funding, wealth accumulation, and tax-efficient investing. For his small to mid-sized corporate clients, he focuses on providing qualified retirement plan investments for business principals and employees.

Prior to joining H.J. Sims, Cliff founded and operated a marketing consulting firm assisting professional services firms and individual clients with all aspects of the marketing and business development functions.


Investments involve risk and the possible fluctuation of principal.

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