Mike Clark, Cfp® Email and Phone Number
Mike Clark, Cfp® is a Co-Founder | President at O'Fallon Neighbors. Colleagues describe him as "Mike is not only a good friend, but a great colleague. He brings an exceptional perspective when it comes to the investment planning process. I can wholeheartedly say that Mike brings a standard of service that is rarely duplicated in the financial services industry."
O'Fallon Neighbors
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- ofallonneighbors.org
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Co-Founder | PresidentO'Fallon NeighborsIllinois, United States -
Founder | CeoClark Wealth Partners Aug 2022 - PresentO'Fallon, Illinois, United StatesLife is about Balance.We help you enjoy life now while preparing for the future.At Clark Wealth Partners, we are your financial picture in an endeavor to maximize efficiency and financial freedom. Step outside of the box of traditional wealth management and start living today. -
Co-Founder | PresidentO'Fallon Neighbors Jul 2024 - PresentO'Fallon, Illinois, United StatesWe are dedicated to empowering individuals and families within our community by providing financial assistance during times of need. Our mission is to ensure that every member of our community has the support and resources to overcome financial obstacles and pursue a stable, hopeful future. Through compassion, collaboration, and committed action, we strive to uplift lives and strengthen our community, making it a more inclusive and supportive place for all. -
Board MemberLeadership Council Southwestern Illinois Sep 2017 - Sep 2024Edwardsville, IlThe Leadership Council Southwestern Illinois is a not-for-profit member-based economic development corporation representing Southwestern Illinois, primarily Madison and St. Clair counties. The Leadership Council Southwestern Illinois works to unite the region for economic growth through its coalition of 200 board members who are leaders in business, industry, labor, education, and government. These effective partnerships serve as a driving force behind successful economic development efforts throughout the Metro East Region.The Leadership Council Southwestern Illinois develops the regional economic development agenda. Since 1983, the organization has served as one voice, strengthening public/private partnerships throughout Southwestern Illinois to lay the foundation for job growth and retention.The Leadership Council fosters relationships and partnerships on both sides of the river, recognizing that our efforts have an impact that affects not just Southwestern Illinois, but also the entire St. Louis Region. -
Partner | Senior Wealth AdvisorVisionary Wealth Advisors Jul 2016 - Aug 2022O'Fallon, IlAs a financial advisor and Wealth Conditioning Guide with a background in working with wealthy individuals, I’ve seen firsthand the sacrifices made based on this idea that “more is better.” Difficult and even heartbreaking events in my own life have led me to a transformative experience. They’ve challenged me to fully embrace what it means to be fulfilled in an authentic way, escaping the control that money has had on my own happiness. My mission is to bring this refreshed perspective to others by helping them truly own their wealth rather than feel consumed by money itself defining their success and ultimately their self-worth for too long.In addition to coaching investors through the emotional aspect of managing wealth, I specialize in helping individuals and their families with any and all of their financial needs including:→ Retirement Planning→ Charitable Giving→ Multi-generational Wealth Goals→ Planning for Major Life Events→ College & Education Planning -
Senior Vice President - InvestmentsThe Mutual Fund Store Jan 2007 - Jul 2016Shiloh, Il• Managed $120m assets under management.• Helped over 400 individuals, couples and business owners achieve their financial goals• Retirement Planning, Tax Planning, Wealth Transfer Strategies, Charitable Giving Strategies.
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Investment RepresentativeEdward Jones May 2003 - Dec 2006• Retirement Planning, Tax Planning, Wealth Transfer Strategies, Charitable Giving Strategies.
Mike Clark, Cfp® Education Details
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Finance, General
Frequently Asked Questions about Mike Clark, Cfp®
What company does Mike Clark, Cfp® work for?
Mike Clark, Cfp® works for O'fallon Neighbors
What is Mike Clark, Cfp®'s role at the current company?
Mike Clark, Cfp®'s current role is Co-Founder | President.
What schools did Mike Clark, Cfp® attend?
Mike Clark, Cfp® attended Lindenwood University.
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Michael Clark, CFP®
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