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®
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Associate Financial AdvisorBairdPhoenix, Az, Us -
Associate Financial AdvisorBaird Nov 2021 - PresentMilwaukee, Wi, Us -
Wealth Management AssociateU.S. Bancorp Investments, Inc. Jan 2018 - Nov 2021St Paul, Minnesota, Us -
Assistant ManagerU.S. Bank Sep 2014 - Jan 2018Minneapolis, Mn, Us
Michael Clark, Cfp® Education Details
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University Of Arkansas GranthamFinancial Planning -
Los Angeles Mission CollegeGeneral
Frequently Asked Questions about Michael Clark, Cfp®
What company does Michael Clark, Cfp® work for?
Michael Clark, Cfp® works for Baird
What is Michael Clark, Cfp®'s role at the current company?
Michael Clark, Cfp®'s current role is Associate Financial Advisor.
What schools did Michael Clark, Cfp® attend?
Michael Clark, Cfp® attended University Of Arkansas Grantham, Los Angeles Mission College.
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