Gary Clark (BS, CFP®, ChFC®, CPA/PFS)

Gary Clark focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Why CP&IA?

At CP&IA, we believe our business model is aligned with pursuing solutions that are in our client's best interest, thereby presenting a superior opportunity for a special group of clients.

  • We are an independent, privately owned firm with deep root in the community
  • Since we don't have a significant marketing budget we rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve
  • As an independent advisory, we choose financial products that are best for you--unbiased by the demands and sales quotas that could be imposed by a corporate parent
  • Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs
  • Our clients receive personal attention and advice from a professional who comes to know them.

Additional Information

Our Clients' Interests Come First

We embrace the role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisors who are brokers. It's a distinction we are proud of because it benefits you.

  • Unlike a broker, we are not licensed to sell you securities and we are not salespeople
  • We are a Registered Investment Adviser and only sell you our services
  • You need not worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interests we have in serving you
  • We earn our fee not by charging you commissions on securities trades like stockbrokers, but by levying a fee for ongoing investment management
  • You avoid the conflict of interest that arises when a broker receives better commissions by selling you one product instead of another or makes money by making more trades in your account
  • As a fee-only financial advisory firm, we do not accept fees from third-party product providers

NAPFA Start Date

May 02, 1997


This Office

1900 Providence Park Ste 200 Birmingham, AL 35242-4691 Phone: (205) 981-1120 Fax: (205) 981-1125