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
- 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