Mark Clark, CFP®,  CKA®

Managing Partner

(941) 757-3702


Mark Clark brings more than 30 years of executive level experience in strategic financial planning and design. Specializing in high net-worth clientele, Mark administers a highly personalized, forward-thinking approach to his relationships with customers, intensively analyzing individual assets and liabilities to ensure scrupulous protection. He has spent many years of his career cultivating mutually beneficial, collaborative relationships with client’s attorney’s and CPA’s, streamlining the entire process.

The insurance and financial markets are rapidly and constantly changing, and Mark’s distinction is his acute ability to stay ahead of the volatility. He has extensive knowledge and expertise in designing advanced life insurance strategies, premium finance life insurance, estate planning life insurance, and business planning life insurance. He also specializes in advanced retirement plans for small business owners that maximize tax savings.

Mark earned his bachelor’s degree from Indiana Wesleyan University. He completed his CFP® at Florida State University and holds many financial and insurance licenses and certifications. Originally from Ohio, he resides with his wife in Lakewood Ranch, Florida. He is passionate about Jazz, BBQ and family. He has a bunch of grandkids!

Jazz makes the world go 'round!

Anything but eggplant!

My Purpose

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