Zachary Clark (CFP®)

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

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

Zack joined the firm in 2010, becoming the firm’s first employee and later became the firm’s second Certified Financial Planner™.  He was exposed to financial planning informally at a very young age and groomed through his education and work experience to be an advisor.

“As a child, I was exposed to finances through my parents and grandparents.  My grandparents who watched me while my parents worked would cart me to the bank, the CPA, and the attorney’s office. I was taught about the financial markets before I was even in my teens.  This blossomed into a love of all things technical and analytical.  Later in life I witnessed my parents retiring and grandparents passing away.  These more emotionally infused events taught me there is so much more to planning than calculating internal rates of return or effective tax rates.They taught me that at the end of the day, money is merely a tool to achieve our goals, a means to an end.  I also learned that sometimes managing emotions may be more difficult than any analysis I could ever do.  That is another key value that I bring to the table beyond my technical expertise, a truly objective and emotionally removed opinion geared toward my clients’ interests 100 percent of the time. This part of my value proposition is realized over years or decades, rather than on a monthly statement.”  

Additional Information

Zack holds a business degree from the University of Louisville, concentrating in Finance & Economics.  He completed the Accelerated Executive Certificate in Financial Planning through Bellarmine University and officially became a CFP® in 2013.  A native of Owensboro, KY, Zack now resides in Louisville with his wife Courtney.  Zack enjoys all things outdoors and spends much of his spare time golfing, bow hunting, or working at his farm in Southern Indiana.

NAPFA Start Date

January 21, 2010

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This Office

9850 Von Allmen Ct Ste 201 Louisville, KY 40241-2855 Phone: (502) 276-9237