CLARK FINANCIAL PLANNING SERVICES LLC
PARKLAND, FLORIDA

Clark Financial Planning Services LLC is a registered investment adviser (RIA) based in Florida, specializing in providing holistic financial planning and advisory services to individuals, families, and small businesses across South Florida. Established by Steven W Clark in 2014, the firm operates as a fee-only entity, ensuring unbiased advice tailored to meet diverse client needs. Located at its business mailing address in Coconut Creek, FL, Clark Financial conducts operations both virtually and at various professional offices throughout Parkland, Boca Raton, Coconut Creek, Coral Springs, Fort Lauderdale, and surrounding areas. The firm's founder leverages a rich background spanning 28 years in the high technology sector—from electronics to software development—coupled with over two decades of personal passion for financial planning. Clark Financial is dedicated to helping clients achieve a secure financial future by emphasizing prudent retirement savings, emergency fund creation, and comprehensive life event preparedness. The firm's philosophy combines diligent financial management with an appreciation for human experiences like laughter, empathy, and reflection, promoting holistic well-being. Clients benefit from the expertise of Steven W Clark, who holds a Certificate in Financial Planning from the University of Georgia, along with degrees in Electronics Engineering and Computer Science. Clark is committed to ensuring clients make informed choices that lead to personal fulfillment while maintaining financial health. With its headquarters set at 6574 N. State Rd. 7, #185, Coconut Creek (Phone: (954) 300-1199), the company serves a broad clientele with a registered Federal Identification Number (FEIN) of 47-1043952. Clark Financial maintains transparency and accountability through regular annual reporting and adherence to Florida's regulatory framework.