Steven W. Clark
CLARK FINANCIAL PLANNING SERVICES LLC
Parkland, FL
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CRD#: 6376198
Professional summary
Steven Wayne Clark, CFP®, who also goes by Steve Clark, Steven W. Clark, Steven Clark, is a registered financial advisor currently at CLARK FINANCIAL PLANNING SERVICES LLC located in Parkland, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 1 firm and has passed the Series 65 exam.
Biography
About Steven Clark, CFP®, EA
I had a wonderful 28-year career in the high technology industry with 21 years as a software engineer. Although I thoroughly enjoyed my previous career, personal financial planning and investing have also been my hobbies and passion for over 25 years, and I felt drawn to turning this passion into a career where I can help people achieve their personal and financial goals.
I started investing and planning for the future when I signed up for my employer’s 401(k) plan when I was 24 years old. Ever since then, I have been learning about investing and personal financial planning because I found it enjoyable and fun, but also because I wanted to have more choices in my life as I got older. To me money is not about getting more of it just so you can increase your lifestyle and buy more things but rather, it is about giving you more choices in life so that you can reach the goals and dreams you have for your family, your business, and yourself, and ultimately have peace of mind and security.
When my parents became ill in 2011, they asked me to help them with their investments and other financial affairs. At that time, I was on a sabbatical from my previous career evaluating what I wanted to do next. That experience with my parents became the catalyst for me to focus on becoming a professional financial planner and advisor so I can help other people reach their personal and financial goals, and be there to help them through life’s transitions.
I earned my Certificate in Financial Planning from the UGA Terry College of Business. I also hold an AS degree in electronics engineering and a BS degree in computer science. I love the beach and watching sunsets with my wife, bicycle riding, walking our dog Lily, and cooking new recipes while enjoying a glass of wine.
Question & Answer
What are your service offerings?
Life Transitions
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Income Management
Social Security Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Fixed Fee (Subscription, Retai...
Generation X
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Steve Clark | Steven W. Clark | Steven Clark
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Wayne Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
October 28, 2014 - Present
CLARK FINANCIAL PLANNING SERVICES LLC
RIA
CRD#: 172321
Parkland, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/28/2014)
IAR
Texas(2/19/2025)
Current Firm
CLARK FINANCIAL PLANNING SERVICES LLC
CLARK FINANCIAL PLANNING SERVICES LLC
CRD#: 172321 / SEC#:
Florida
Registered Investment Advisory firm - (10/28/2014 Approved)Texas
Registered Investment Advisory firm - (2/3/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Parkland, FL
Mailing Address
6574 N. State Road 7 #185, Coconut Creek, FL 33073
Phone number
(954) 300-1199
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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