Rob Clark, Cfp®

Rob Clark, Cfp® Email and Phone Number

Financial Planner at INT Wealth Planning @ INT Wealth Planning
Rob Clark, Cfp®'s Location
Greater St. Louis, United States
About Rob Clark, Cfp®

Rob Clark, Cfp® is a Financial Planner at INT Wealth Planning at INT Wealth Planning. He possess expertise in leadership, microsoft excel, microsoft office, powerpoint, social media and 2 more skills.

Rob Clark, Cfp®'s Current Company Details
INT Wealth Planning

Int Wealth Planning

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Financial Planner at INT Wealth Planning
Rob Clark, Cfp® Work Experience Details
  • Int Wealth Planning
    Certified Financial Planner
    Int Wealth Planning Nov 2021 - Present
    Chesterfield, Missouri, United States
    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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  • Financial Legacy Associates, Llc
    Financial Advisor
    Financial Legacy Associates, Llc Jun 2017 - Dec 2021
    Chesterfield, Missouri
  • Financial Legacy Associates, Llc
    Intern
    Financial Legacy Associates, Llc May 2016 - Apr 2017
    Chesterfield, Mo
    -Implemented change of financial planning software-Sat in on client meetings-Built financial plans on eMoney software-Worked with CRM software to evaluate estate planning needs of clients
  • Emmaus Homes
    Facilities Assistant
    Emmaus Homes Dec 2012 - Jan 2016
    St. Charles, Missorui
    -Streamlined data entry and recording in facilities department through Microsoft Excel-Improved fleet management of 120 fleet vehicles through spreadsheet consolidation
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  • Pujols Family Foundation
    Intern
    Pujols Family Foundation May 2015 - Aug 2015
    Greater St. Louis Area
    -Assisted in the planning and execution of various events, including the Matt Holliday Celebrity Golf Classic-Compiled 200 tee packages and solicited $10,000 in donations for various events.-Planned and executed programs and events for children with Down Syndrome and their families
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Rob Clark, Cfp® Skills

Leadership Microsoft Excel Microsoft Office Powerpoint Social Media Event Planning Microsoft Word

Rob Clark, Cfp® Education Details

Frequently Asked Questions about Rob Clark, Cfp®

What company does Rob Clark, Cfp® work for?

Rob Clark, Cfp® works for Int Wealth Planning

What is Rob Clark, Cfp®'s role at the current company?

Rob Clark, Cfp®'s current role is Financial Planner at INT Wealth Planning.

What schools did Rob Clark, Cfp® attend?

Rob Clark, Cfp® attended University Of Missouri-Columbia, University Of Missouri-Columbia.

What skills is Rob Clark, Cfp® known for?

Rob Clark, Cfp® has skills like Leadership, Microsoft Excel, Microsoft Office, Powerpoint, Social Media, Event Planning, Microsoft Word.

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