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Sound Financial’s Outside Chief Investment Officer named to Investment News’ 2018 “40 under 40” List

InvestmentNews has recognized WealthShield Co-Founder and Sound Financial Strategies Group’s Outside Chief Investment Officer Clint Sorenson as a 2018 40 Under 40 Honoree. Sorenson was chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

InvestmentNews’ 40Under40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

“Winners were chosen based on their level of accomplishment, contribution to the financial advice industry and leadership,” explains Frederick P. Gabriel Jr., editor of InvestmentNews. “They are role models for other young individuals who are striving to make a difference.”

"I started seeing troubling trends in the industry — the rise of automated investment management and advisers getting pushed out of investment management," Sorenson said. "I wanted to fight for the adviser. I see an important centerpiece of the client relationship being replaced."

Sorenson, along with the others making the 5th annual 40 under 40 list, is highlighted in the June 18th issue of InvestmentNews and online at investmentnews.com. To read his full feature, click here. To learn more about the other 2018 winners, awards, and the luncheon please visit:


Sound Financial is honored to have the opportunity to work with one of our industry’s best and brightest. Congratulations Clint!

The InvestmentNews40 Under 40 List is an independent listing produced annually by InvestmentNews. The 40 Under 40 List is chosen from a pool of almost 1,000 nominees based on data gathered from a panel of reporters, editors, and other representatives of InvestmentNews. InvestmentNewsdetermines nominees’ eligibility for the 40 Under 40 List based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. This award does not evaluate the quality of services provided to clients and is not indicative of WealthShield’s future performance. Neither WealthShield, Sound Financial, nor Clint Sorenson paid a fee for inclusion in the 40 Under 40.


WealthShield is a registered investment adviser. Registration does not imply a certain level of skill or training. More information about WealthShield including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request.


Investment Advisory Services offered through Sound Financial Strategies Group, Inc. (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. SFSG and APW Capital are separate and unrelated companies. 

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