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Rob Clark, Cfp® is listed as Financial Planner at INT Wealth Planning at INT Wealth Planning, based in Greater St. Louis, United States, United States. AeroLeads shows a matched LinkedIn profile for Rob Clark, Cfp®.
Rob Clark, Cfp® previously worked as Certified Financial Planner at Int Wealth Planning and Financial Advisor at Financial Legacy Associates, Llc. Rob Clark, Cfp® holds Finance, General, Junior from University Of Missouri-Columbia.
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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.
Listed skills include Leadership, Microsoft Excel, Microsoft Office, Powerpoint, and 3 others.
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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.
Chesterfield, Missouri
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
St. Charles, Missorui
-Streamlined data entry and recording in facilities department through Microsoft Excel-Improved fleet management of 120 fleet vehicles through spreadsheet consolidation
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
Activities and Societies: Delta Chi Fraternity
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Rob Clark, Cfp® works for INT Wealth Planning.
Rob Clark, Cfp® is listed as Financial Planner at INT Wealth Planning at INT Wealth Planning.
Rob Clark, Cfp® is based in Greater St. Louis, United States, United States while working with INT Wealth Planning.
Rob Clark, Cfp® has worked for Int Wealth Planning, Financial Legacy Associates, Llc, Emmaus Homes, and Pujols Family Foundation.
You can use AeroLeads to view verified contact signals for Rob Clark, Cfp® at INT Wealth Planning, including work email, phone, and LinkedIn data when available.
Rob Clark, Cfp® holds Finance, General, Junior from University Of Missouri-Columbia.
Rob Clark, Cfp® is listed with skills including Leadership, Microsoft Excel, Microsoft Office, Powerpoint, Social Media, Event Planning, and Microsoft Word.
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