Brian Clark, CFP

Financial Planner

Clients are always surprised at the simplicity of my financial plans.  In my experience the real challenge lies in seeing the big picture and analyzing all the working parts.  By delivering an approachable plan I help my clients clarify the path to their goals.

I feel lucky to do this work, I get to help people from all walks of life who are doing good in the world.

I help young professionals balance their long-term goals with their day-to-day choices.  I help mature couples confirm that their diligence has paid off and they're ready for that next stage of life.  I help others to explore the ramifications of major decisions like a career change, a return to school, or a major purchase.

In my previous career as a golf professional I learned to listen to my students and tailor a plan to meet their individual goals as a golfer.  In many ways this still describes my work, but instead of scrutinizing golf swings, I’m analyzing cash flows and economic climate since 2002.

It's tremendously fulfilling to help my clients make good decisions for their goals and circumstances.  I know I'm successful when money becomes a positive influence in their lives and in the world.

If you could use a financial guide, contact me today for an initial no-cost, no-obligation "get acquainted" meeting.

(778) 940-5918 or

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