Meet your advisor

Built on Experience. Grounded in Trust.

Over 20 years helping pre-retirees build confident, personalized retirement plans.

Clint Dubose, Founder, Dubose Wealth Management

Clint Dubose

Founder, Dubose Wealth Management

20+
Years of Experience
Retirement & Estate Planning
Specialty
15 Years as First Responder
Background
2004
In Practice Since

Before Clint became a retirement planning specialist, he spent 15 years as a first responder — a paramedic who showed up when it mattered most. That background shaped everything about how he works with clients today.

Clint entered the financial services industry in 2004, bringing the same calm, methodical approach he relied on in emergency medicine. He believes that retirement planning — done right — should feel less like a financial transaction and more like a conversation with someone who genuinely has your back.

Today, Clint works exclusively with pre-retirees and retirees in the Houston area, helping them build income strategies, protect their legacy, and retire with confidence.

How Clint works

A Different Kind of Advisor

01

Calm Under Pressure

Years as a paramedic taught Clint to stay steady when stakes are high. That same composure guides every client conversation — especially in volatile markets.

02

Deep Estate Planning Roots

With a foundation built in estate planning, Clint brings a long-term, legacy-minded perspective to every retirement strategy he builds.

03

Genuinely in Your Corner

Clint doesn't manage portfolios from a distance. He knows your name, your goals, and your family — and he's reachable when you need him.

The people behind your plan

Our Team

Clint Dubose
Clint DuboseFounder and Advisor
Misty Harris
Misty HarrisSeminar Director
Gene Perez
Gene PerezChief Investment Officer
Mitch Whitney
Mitch WhitneyChief Marketing Officer
Becky Kelder
Becky KelderAdmin and Executive Assistant
Clint Dubose presenting at a whiteboard
Education First

Retirement Planning You Can Actually Understand

Clint believes that an informed client is a confident client. That's why education is woven into every step of the planning process — not as a formality, but as a foundation.

From workshops and seminars to one-on-one whiteboard sessions, Clint breaks down complex retirement concepts — income strategies, tax efficiency, estate planning — into clear, actionable language. No jargon. No confusion. Just clarity.

When you understand your plan, you can trust it. And when you trust it, you can retire with confidence.

Let's Talk

Ready to build a plan you can count on?

Let's have a conversation about where you are today and where you want to be in retirement.

Dubose Wealth Management

Thoughtful retirement planning for those approaching life's next chapter. Guiding pre-retirees toward financial clarity and confidence.

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Ready to start planning your retirement?

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