Steven  Clark,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Clark, CFP®

EA

Fee-only Financial Planner and Managing Member

Clark Financial Planning Services LLC

6574 N. State Rd. 7 #185
Coconut Creek, FL 33067
FINANCIAL ADVISOR'S WEBSITE
(954) 300-1199 CONNECT WITH Steven
  • linkedin link

General

Steven Clark is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clark Financial Planning Services LLC in Coconut Creek, FL and the surrounding communities.

Financial Advisor Overview

About Clark Financial Planning Services LLC

Clark Financial Planning Services LLC, a Registered Investment Adviser (RIA) in the state of Florida,  is a fee-only financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals, families, and small businesses. We help people of all income levels achieve their goals and obtain peace of mind over their finances. We serve clients in Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale FL and throughout all of South Florida.

Location Independent

The address shown is my business mailing address and not my physical work location. I work out of my home office and meet clients at professional office space throughout the region. I have several locations throughout South Florida where I meet clients. Chances are I already have a location near you and if I do not, I will find one. For clients who are comfortable with technology, I will work with you on a virtual basis no matter where you are located, by utilizing secure online screen sharing sessions and conference calls.

Holistic and Fee-Only

I provide holistic fee-only financial planning services. Being holistic means I work with you on all areas of your financial life including retirement planning, investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax planning and preparation, college planning, and goal setting among others. I help to integrate all of these different areas together into a comprehensive plan that makes sense for you.

Being fee-only means I sell nothing but my advice. I do not receive commissions, nor do I pay or accept referral or finder's fees. The only fees I receive are the fees you pay me for the services I provide to you. 

How I Can Help - The Importance of Integration

If you are like most people, you have several pieces of your financial plan in place – you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it is likely that each of these pieces was developed independently and at different times in your life. It is also likely that you have never had all the pieces reviewed by someone who was not trying to sell you something. Is it any surprise that you wonder whether you are on the right path and making the best possible progress?

I work with you to put all the pieces of your financial life together into one comprehensive plan that matches your goals and values. Instead of just telling you what to do, I work together with you, educating you and providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Retainer Service with Ongoing Consultation

For a yearly retainer fee, I work with you on an ongoing basis. We have regularly scheduled meetings to cover each financial planning topic that is relevant to you. In addition, I am available to provide advice any time you request it on the financial matters that concern you at no additional cost to you.

No Minimums

I work with people of all income and asset levels with no minimums required. This means I can help people across the financial spectrum including young professionals just starting out and others needing help getting on the right track.

More

Financial Advisor Experience

About Steven Clark, CFP®, EA

I am a fee-only financial planner who helps people of all income levels achieve their goals and obtain peace of mind over their finances. I serve clients in Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale FL and throughout all of South Florida.

I had a wonderful 28-year career in the high technology industry starting out in electronics, then becoming a software engineer, and later a technical manager leading software development teams. 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 am a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA-Registered Financial Advisor, and an IRS Enrolled Agent (EA). An enrolled agent is a federally authorized tax practitioner who has technical expertise in the field of taxation. As an EA, I have been admitted to practice before the Internal Revenue Service.

I earned my Certificate in Financial Planning from the University of Georgia Terry College of Business. I also hold an Associate Degree in Electronics Engineering and a Bachelor of Science Degree in Computer Science.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources