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Rob Clark, CFP®


Rob Clark, CFP® has spent more than 15 years helping clients work towards long-term financial security for their families and their businesses. It is his goal to help his clients grow, protect, manage their assets in the most tax efficient manner. Rob is a partner of the firm, heading up the retirement and investment planning team. With attention to detail and organizational skill, Rob effectively manages client’s portfolios. In addition, he creates an integrated strategy aiming to meet their investment and retirement objectives.
Rob is a Certified Financial Planner and holds a Bachelors degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, the UCF Alumni Association Board of Directors, and was in the class of 87’ Leadership Orlando.

Rob is married to Lynne Clark and they have two girls, nine and twelve years of age. He has lived in Florida all his life and was born in Sarasota.


Professional Accomplishments:

Rob earned the Certified Financial Planner™ designation, successfully completed a comprehensive course of study culminating in a 10-hour, two-day test proving his expertise in financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and asset protection. 


Community Service:

Rob serves on the Board of Directors for the After School Outreach Ministry and the Joint Board of Directors for the Florida Citrus Sports


Education:

University of Central Florida


Personal:

A native of Florida, Rob and his wife Lynne live in College Park with their two daughters.

 

MPC Team Role:

Developing and Managing Investment Plans 


 

 

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Important Consumer Information: This web site does not constitute an offer of securities in any jurisdiction.
Neither business transactions nor communications related to securities and/or personalized investment advice for compensation can be made without full compliance with your state’s registration requirements. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial. Licensed to Sell Life Insurance in CA, FL, GA, MI, NY, SC, TX, UT, TN, Puerto Rico. The LPL Financial registered representatives associated with this site may discuss/transact securities business with residents of: CA, FL, GA, MI, NY, SC, TX, UT, TN.

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