Rob Clark, CFP® – President & Managing Partner
Rob Clark has been helping clients work toward long-term financial security for their families and their businesses since 2001. It is his goal to help his clients grow, protect, and manage their assets in the most tax-efficient manner. With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives.
Rob is a Certified Financial Planner™ and holds a bachelor’s degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, the UCF Alumni Association Board of Directors, and is a Leadership Orlando Alumni. He enjoys spending time with his family, golfing and health/fitness. The Florida native was born in Sarasota.
Getting to Know Rob
Bucket List: Cruise to Alaska
Favorite TV Show: The Office
Favorite Food: Sushi