Jeffrey B Clark, CFP, CIMA – LPL Financial

Specialties

Individual Planning:

Our firm specializes in creating strategies that address complex wealth management issues to help you effectively control the destination and purpose of your wealth. Above all, we are ever present and committed to your success.

Business Planning:

Based on your through understanding of both the opportunities and challenges you face, we can provide comprehensive strategies to help address your business needs while delivering the highest level of client service.

High Net Worth Planning:

Our purpose is to deliver exceptional financial guidance and personalized service to help you build and manage your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations. Our firm is uniquely positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

History

Established in 2002.

Our firm is built on a philosophy that drives the choice of products and services we deliver, the clientele with whom we work, and the very way we do what we do… every day.

We believe that people seek and deserve access to an advisor who:

*Listens and takes time to understand your goals and values

*Provides independent strategies with no proprietary products to push and no production quotas to meet

*Is accessible and responsive to your requests

*Collaborates with your other advisors

*Actively monitors your investment and financial plans

*Keeps you up-​to-​date through phone calls and face to face meetings

We believe our perspective sets us apart from other firms and offers our clients an exceptional value proposition in today’s commoditized world. By adhering to our values, we are better able to develop deep relationships with our select clients and to be positioned as the primary source of financial advice as circumstances change. No client who works with us will ever be just a nu

Meet the Business Owner

Jeff C.

Business Owner

Jeff Clark has been with LPL Financial since 2002. He has more than 25 years experience in wealth and risk management.

A veteran of the US Army and an honors graduate of St. John’s University School of Risk Management* with a degree in Actuarial Science, Jeff initially worked as an actuary for Crum & Forster, an insurance subsidiary of Xerox.

A desire to help people pursue their personal goals, and protect their families and businesses, drove him to pursue a career as a independent financial advisor. With numerous certifications and licenses, he constantly works to stay abreast of the latest developments on behalf of his clients.