Michael Clark, Cfp®

Michael Clark, Cfp® Email and Phone Number

Founder/Owner of Ensemble Wealth Management & Ensemble Realty Group, Managing Member of West Wealth Group LLC @ Ensemble Wealth Management
Michael Clark, Cfp®'s Location
Indian Wells, California, United States, United States
Michael Clark, Cfp®'s Contact Details

Michael Clark, Cfp® work email

Michael Clark, Cfp® personal email

n/a
About Michael Clark, Cfp®

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.

Michael Clark, Cfp®'s Current Company Details
Ensemble Wealth Management

Ensemble Wealth Management

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Founder/Owner of Ensemble Wealth Management & Ensemble Realty Group, Managing Member of West Wealth Group LLC
Michael Clark, Cfp® Work Experience Details
  • Ensemble Wealth Management
    Founder/Owner
    Ensemble Wealth Management Feb 1998 - Present
    Indian Wells, California, Us
    Michael 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.
  • Ensemble Realty Group
    Founder/Owner
    Ensemble Realty Group Apr 2019 - Present
  • West Wealth Group, Llc
    Managing Member
    West Wealth Group, Llc Aug 2021 - Present
  • Homesmart Professionals Real Estate
    Realtor
    Homesmart Professionals Real Estate Aug 2017 - Present
    Warwick, Ri, Us
  • Cooper Mcmanus
    Investment Advisor Representative
    Cooper Mcmanus Jan 2000 - Aug 2021
    Irvine, Ca, Us
  • Officialquote Insurance Services, Llc
    Ceo & Co-Founder
    Officialquote Insurance Services, Llc Dec 2004 - Jul 2017
  • Securities America, Inc. Member Finra/Sipc
    Registered Representative
    Securities America, Inc. Member Finra/Sipc Feb 1998 - Jul 2017
    La Vista, Nebraska, Us
  • Sunamerica Securities
    Registered Representative
    Sunamerica Securities Jan 1996 - Jan 1998
  • John Hancock Financial Services
    Registered Representative
    John Hancock Financial Services Sep 1993 - Jun 1995
    Boston, Ma, Us

Michael Clark, Cfp® Skills

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 Business Tax Planning Asset Protection 401k Rollovers 401k Insurance Finance Securities Investments Fixed Annuities Mutual Funds Iras Financial Advisory Qualified Retirement Plans Long Term Care Insurance Alternative Investments Indexed Annuities Charitable Gift Annuities Personal Tax Planning Etfs Bonds Stocks Charitable Trusts Financial Services Portfolio Management Asset Management Long Term Care Wealth

Michael Clark, Cfp® Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics
  • The American College Of Financial Services
    The American College Of Financial Services
    Certified 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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