A third-generation member of the Oberlin family to lead a broker/dealer, Cliff Oberlin is Founder, Chairman, and CEO of Oberlin Financial International, a Broker/Dealer, and Oberlin Wealth Partners, a Registered Investment Advisor serving the ultra-affluent with an office in Miami and an Operations Center in Ohio. Cliff was also Founder, President, and CEO of NRP Financial, Inc., a broker/dealer and registered investment adviser founded in 2000. NRP Financial and NRP Advisors grew to over 450 Registered Representatives, 150 offices, and over $50 million in revenue prior to being acquired by LPL Financial in December 2010. NRP was a two-time INC 500 company, ranking #2 on the list in 2009.
Mr. Oberlin has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, the Oberlin family’s first broker/dealer. MFI was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multi-billion dollar bank holding company in 1995 and renamed Sky Investments.
Mr. Oberlin is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA), and Certified Financial Planner (CFP®). Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the three-year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.
He was a member of the FINRA Membership Committee, served as Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education, and was the Chairman of the Firm Element Committee. Mr. Oberlin has served on the FINRA District 8 Business Conduct Committee and was Chairman of the FINRA District 8 Business Conduct Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division. He is a member and past chair of the YPO Miami | Fort Lauderdale Gold Chapter, Vice-Chair of the YPO International Financial Services Network, and Chair of the YPO Family Office Network. Cliff holds various securities licenses, including FINRA Series 7, 24, 4, 53, 63, and 65. He is a Trustee of the Bryan Area Foundation and the Cliff Oberlin Foundation.
Cliff Oberlin is co-author of “Building a High-End Financial Services Practice”© Bloomberg Press 2004.
The Oberlin Family has been at Maumee Valley Country Day School for 11 years. Max ’26 and Luke ’29.