Craig Clark, Cfp® Email & Phone Number

Craig S. Clark is President of Clark & Company Wealth Management, LLC and a Financial Advisor with Commonwealth Financial Network. His diverse but select client base includes affluent investors, corporations and small business owners.Clark & Company prides itself on the recognition that no two clients are alike. Craig’s business model is predicated on strong client relationships. That personal knowledge allows Clark & Company to construct tailored solutions unique to each of its clients. Clark & Company works to understand its clients’ visions and works with them to develop a plan to help make those dreams come to fruition. Clark & Company offers a wide range of financial products, specializing in retirement and tax-managed strategies while leveraging commission and fee-based accounts, annuities and insurance to help clients reach their financial goals.Craig holds a Bachelor’s degree in Finance from Canisius College and a Masters degree in Economics from the State University of New York at Buffalo. Additionally, he holds FINRA Series 7, 24 and 63 securities licenses and a NY Life, Accident and Health license. He is a member of several organizations, including the Financial Planning Association of WNY (Past President) and the Financial Counselors of WNY (past board member). He currently serves on the board of Fox Run – Orchard Park as well as the Editorial Review Board of the Journal of Financial Planning. He has also served on the Practice Management and Risk Management Advisory Committees of Lincoln Financial Securities. He has been quoted in Buffalo Business First and has written commentaries for The Buffalo News and WNY Physician magazine.Craig lives in Elma, NY with his wife, Laurie and their three children.

Listed skills include Commission and Tax.