Michael Clark, Cfp® Email and Phone Number
Michael Clark, Cfp® work email
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Michael Clark, Cfp® personal email
Michael Clark is an independent Registered Investment Advisor Representative, Certified Financial Planner™, and proud owner of Ensemble Wealth Management, a comprehensive financial services firm serving the specialized needs of retirees and pre-retirees since 1993. Our company’s mission is to provide a comprehensive approach to retirement income planning that allows our clients to create work optional retirements. We consult with clients to understand their objectives, while providing unbiased, independent financial advice. Acting as registered independent investment advisors, we are free to exercise our fiduciary responsibility and provide best of breed products, services, and strategies.Michael has over 30 years of experience in the financial and retirement planning industry. He currently holds the Series 6, 7, 63, 24, and 66 licenses in the securities industry. In addition, he is a licensed realtor in CA. After graduating from the University of California Santa Barbara, he began his career working for a major insurance company in Beverly Hills. Upon obtaining his CFP® designation, he moved to a small boutique financial planning firm in Torrance, CA. In January 2000, he opened his own independent financial planning firm and has been dedicated to serving his clients ever since. Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. Ensemble Wealth Management and West Wealth Group, LLC are affiliated entities. Michael Clark, California Insurance License #0B22623.
Ensemble Wealth Management
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Founder/OwnerEnsemble Wealth Management Feb 1998 - PresentIndian Wells, California, UsMichael is the proud owner and Principal/Advisor at Ensemble Wealth Management. He is a Certified Financial Planner™ and holds licenses in the securities, insurance and real estate industries. He offers unbiased, independent financial, tax and retirement planning advice to retirees and pre-retirees throughout Southern California. His comprehensive approach integrates investment planning, income and estate tax reduction strategies, insurance and estate planning. -
Founder/OwnerEnsemble Realty Group Apr 2019 - Present -
Managing MemberWest Wealth Group, Llc Aug 2021 - Present
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RealtorHomesmart Professionals Real Estate Aug 2017 - PresentWarwick, Ri, Us -
Investment Advisor RepresentativeCooper Mcmanus Jan 2000 - Aug 2021Irvine, Ca, Us -
Ceo & Co-FounderOfficialquote Insurance Services, Llc Dec 2004 - Jul 2017
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Registered RepresentativeSecurities America, Inc. Member Finra/Sipc Feb 1998 - Jul 2017La Vista, Nebraska, Us -
Registered RepresentativeSunamerica Securities Jan 1996 - Jan 1998
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Registered RepresentativeJohn Hancock Financial Services Sep 1993 - Jun 1995Boston, Ma, Us
Michael Clark, Cfp® Skills
Michael Clark, Cfp® Education Details
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Uc Santa BarbaraBusiness Economics -
The American College Of Financial ServicesCertified Financial Planner
Frequently Asked Questions about Michael Clark, Cfp®
What company does Michael Clark, Cfp® work for?
Michael Clark, Cfp® works for Ensemble Wealth Management
What is Michael Clark, Cfp®'s role at the current company?
Michael Clark, Cfp®'s current role is Founder/Owner of Ensemble Wealth Management & Ensemble Realty Group, Managing Member of West Wealth Group LLC.
What is Michael Clark, Cfp®'s email address?
Michael Clark, Cfp®'s email address is mi****@****ewm.com
What schools did Michael Clark, Cfp® attend?
Michael Clark, Cfp® attended Uc Santa Barbara, The American College Of Financial Services.
What skills is Michael Clark, Cfp® known for?
Michael Clark, Cfp® has skills like Certified Financial Planner, Registered Investment Advisor, Real Estate, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Retirement, Life Insurance, Wealth Accumulation Strategies, Estate Tax Planning.
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