Gary Clark

CFP®, ChFC®, CPA, PFS

Clark Planning & Investment Advisory

Financial Advisor

Gary Clark

CFP®, ChFC®, CPA, PFS

Clark Planning & Investment Advisory

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gary Clark, CFP®, ChFC®, CPA, PFS

(205) 981-1120

Fee-Only financial planner located in Birmingham, AL, serving clients locally and across the country

Gary Clark is a Birmingham, AL fee-only financial planner. Clark Planning & Investment Advisory provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gary Clark is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Gary Clark began his professional career with a large national accounting firm in 1974. In 1978 he began Clark Planning & Investment Advisory. He is fortunate to have had the opportunity to obtain an excellent college education in accounting and economics and subsequently obtain the degree of Certified Public Accountant and Personal Financial Specialist conferred by the American Institute of Certified Public Accountants.

He continued his education in financial planning and investment management and received the CFP™ credential from the Certified Financial Planner Board of Standards and ChFC designation from the American College. CFP™ is a certification mark owned by the Certified Financial Planner Board of Standards, Inc.

Gary Clark is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
Clark Planning & Investment Advisory is a small, independent, fee-only financial planning and investment advisory firm. As a Registered Investment Advisor, we are regulated by the Alabama Securities Commission. We adhere to the fiduciary oath, which requires us to place our clients' best interest above our own. We have no corporate agenda to determine or limit the way we serve our clients. Our clients' goals are the driving force behind the financial guidance that we provide.

Based on proven financial planning and investment management principles, combined with biblical principles of honesty and integrity, we optimize the risk/reward ratio and manage our client's portfolios based on their personal financial plans and personal financial goals. Our service is focused on key values such as diversification, discipline, customization, objectivity and hard work. We care about our clients’ personal and financial well being. We hope that the information and resources provided on our web site will benefit you. If you have questions, please let us know. For those who are seriously interested in improving their financial well-being, we offer a free initial, no obligation consultation.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Gary Clark is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Gary Clark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Gary Clark is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CPA - Certified Public Accountant
    Gary Clark is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • ChFC - Chartered Financial Consultant
    Gary Clark is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

Contact Gary Clark

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Office Locations:

  • 1900 Providence Park
    Suite 200
    Birmingham, AL 35242

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