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Timothy Clark (BA, MBA)

Timothy Clark 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
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Additional Information

Timothy Clark has  a B.A. in Economics from Harvard University (1985) and an M.B.A. in Finance from New York University (1990).
 
In addition to working with clients, he is very involved in the community. In particular, he is active in the area of helping to secure affordable housing for residents in Westchester County, New York, one of the most expensive areas of the country to live.
 
He serves as President of the Board at A-HOME, a 20 year old affordable housing non-profit organization in northern Westchester County, NY. He also serves as Co-Chair of the Board at NYC Community Development Corporation, an entity that serves the under-employed and disadvantaged in southern Westchester County, NY.
 
He is married with 5 children (three boys and twin girls).
 

NAPFA Start Date

July 27, 2005

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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