Clark Purdy (CFP®, ChFC®)
Clark Purdy focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirement, Widowhood, & InheritanceAdditional Information
Clark founded Toft to offer advice that is technically careful and personal at the same time. His background spans client service, investment work, and comprehensive financial planning, a close view of the details that make an advisory relationship work. As a CFP® professional, he approaches planning as an ongoing craft: understanding the household, organizing the moving pieces, making sound judgments, and returning to the plan as life changes. Outside of work, Clark enjoys working out, golfing, spending time with friends and family, and being an active part of his church community.NAPFA Start Date
September 04, 2026
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