Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Clint Sorenson is a Co-Founder of WealthShield LLC, and has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis. He authored the methodology behind the Pacer WealthShield ETF (symbol PWS).
Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the CMT Association and the CFA Society North Carolina, where he currently serves as President.
Presenter(s): Jerry Parker, Clint Sorenson, CMT, CFA
Presenter(s): Clint Sorenson, CMT, CFA