Who is Michael Clark, Cfp®? Overview
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Quick answer
Michael Clark, Cfp® is listed as Associate Financial Advisor at Baird, based in Greater Phoenix Area, United States. AeroLeads shows a matched LinkedIn profile for Michael Clark, Cfp®.
Michael Clark, Cfp® previously worked as Wealth Management Associate at U.S. Bancorp Investments, Inc. and Assistant Manager at U.S. Bank. Michael Clark, Cfp® holds Bachelor Of Business Administration - Bba, Financial Planning from University Of Arkansas Grantham.
Company email context
Email format at Baird
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Baird
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Profile bio
About Michael Clark, Cfp®
Over the last 7 years I have worked to help young families achieve their version of financial success and independence. We work with them to build a financial plan that is specific to their needs and their desires. We discuss topics like Investment Management, Tax Planning, Estate, and Retirement Planning. Though these topics are broad, we get into the nitty gritty to illustrate the importance of each and how it applies to them exclusively. We then leverage the strategies we implement to have an individual impact and if possible, a communal impact. We seek to be agents of change. #Financialplanning #CFP®
Current workplace
Michael Clark, Cfp®'s current company
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4 roles
Michael Clark, Cfp® work experience
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Associate Financial Advisor
Current
Nov 2021 - Present
Wealth Management Associate
Jan 2018 - Nov 2021
Assistant Manager
Sep 2014 - Jan 2018
2 education records
Michael Clark, Cfp® education
Bachelor Of Business Administration - Bba, Financial Planning
University Of Arkansas Grantham
Business Administration And Management, General
Los Angeles Mission College
FAQ
Frequently asked questions about Michael Clark, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Clark, Cfp® work for?
Michael Clark, Cfp® works for Baird.
What is Michael Clark, Cfp®'s role at Baird?
Michael Clark, Cfp® is listed as Associate Financial Advisor at Baird.
Where is Michael Clark, Cfp® based?
Michael Clark, Cfp® is based in Greater Phoenix Area, United States while working with Baird.
What companies has Michael Clark, Cfp® worked for?
Michael Clark, Cfp® has worked for Baird, U.S. Bancorp Investments, Inc., and U.S. Bank.
How can I contact Michael Clark, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Clark, Cfp® at Baird, including work email, phone, and LinkedIn data when available.
What schools did Michael Clark, Cfp® attend?
Michael Clark, Cfp® holds Bachelor Of Business Administration - Bba, Financial Planning from University Of Arkansas Grantham.
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