Team
Team
Charlie Van Derven
Director of Marketing
Charlie Van Derven is more than our marketing strategist, he’s the steady hand guiding our growth in a constantly evolving financial landscape. With over 25 years of experience helping investment firms stand out, connect with their ideal clients, and grow with intention, he brings both vision and execution to our team.
Since 1998, Charlie has worked with some of the most recognized names in financial services. In 2013, he founded Social Advisors, a marketing agency dedicated to helping financial advisors cut through the noise. His approach blends innovative digital tools, creative campaigns, and a deep understanding of compliance, ensuring every initiative is both impactful and dependable.
Charlie knows the challenges Registered Investment Advisors face and designs systems that keep our brand visible while fueling sustainable growth.
When he’s not shaping TCG’s marketing strategy, you’ll find Charlie paddle boarding, golfing, traveling the country with his family, or tackling projects at home.
Enduring Value, Thoughtfully Built
At The Clifford Group, we believe wealth is a tool – not a destination. We begin by understanding your values, your family’s goals, and the legacy you hope to create. From there, we craft personalized strategies grounded in clear goals-based planning, deep expertise, and unwavering fiduciary responsibility. Together, we’ll navigate life’s transitions, align your financial plan with what truly matters, and build long-term value for you, your family, and the future.