Bert McClintock, CFP®, AIF, AIFA

Bert McClintock, CFP®, AIF, AIFA

Vice President of Retirement Services

Personal Profile
Bert cares deeply for his clients. That's the core to who he is and what drives him to be the best financial resource possible to those he strives to help. Bert wants to help individuals plan for financial independence at the earliest age possible so they are in the position to make work/life decisions that positively impact themselves and those they care about.


  • Corporate Retirement Plans
  • Fee-Based Investment Management

Community Involvement

  • Member of NAIFA (National Association of Insurance and Financial Advisors)
  • Member of Cedar Rapids Area Estate Planning Council
  • Member of Northeast Iowa ESOP Association
  • Class of 2014 Economic Alliance Leadership for Five Seasons

Education and Honors
Simpson College

  • Major in Business Management with specialization in Finance and Insurance
  • Minor in Sports Administration

Professional Accreditations

  • Accredited Investment Fiduciary (AIF®) education designation from FI360.
  • FINRA Series 7, Series 66 Securities Registrations, Life and Health Licensed
  • Accredited Investment Fiduciary Analyst (AIFA)
  • 23 years' experience in the financial services industry

Interests and Hobbies
Bert and his wife, Tia, are blessed with two children, Collin and Paige. Growing up on a farm outside of Essex (Southwest Iowa) is still core to Bert’s work ethic, values and desire to help others. The kids keep the family very busy with their extracurricular activities. In his free time, Bert enjoys being outdoors whether that is golfing, boating, hunting, playing/coaching sports teams or simply spending time with his family.

Favorite Food: Tia's lasagna
Favorite Quote: How can I be the answer to someone else's prayer today?
Favorite Movie: Tommy Boy
Favorite Holiday: Christmas
Biggest Accomplishment: Being a Partner at SFS and carrying out the mission of helping as many people as possible to build and protect their financial futures.
Favorite place to visit: Australia