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, 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