Profile

Mr. Steven Clark, CFP®, EA

Fee-only Financial Planner and Managing Member,
Clark Financial Planning Services LLC

Contact Details

Clark Financial Planning Services LLC
Coconut Creek, FL
Work: (954) 300-1199

Social Links


Bio

I am a fee-only financial planner who helps people of all income levels achieve their goals and obtain peace of mind over their finances. I founded Clark Financial Planning Services LLC in 2014, and I run the firm in the Parkland, Boca Raton, Coconut Creek, and Coral Springs area of South Florida.

I had a wonderful career in the high technology industry starting out in electronics, then becoming a software engineer, and later a technical manager leading software development teams. Although I thoroughly enjoyed my previous career, personal financial planning and investing have also been my hobbies and passion for over 25 years, and I felt drawn to turning this passion into a career where I can help people achieve their personal and financial goals.

I started investing and planning for the future when I signed up for my employer’s 401(k) plan in 1985 when I was 24 years old. Ever since then, I have been learning about investing and personal financial planning because I found it enjoyable and fun, but also because I wanted to have more choices in my life as I got older. To me money is not about getting more of it just so you can increase your lifestyle and buy more things but rather, it is about giving you more choices in life so that you can reach the goals and dreams you have for your family, your business, and yourself, and ultimately have peace of mind and security.

When my parents became ill in 2011, they asked me to help them with their investments and other financial affairs. At that time, I was on a sabbatical from my previous career evaluating what I wanted to do next. That experience with my parents became the catalyst for me to focus on becoming a professional financial planner and advisor so I can help other people reach their personal and financial goals, and be there to help them through life's transitions.

I am a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA-Registered Financial Advisor, and an Enrolled Agent (EA). An enrolled agent is a federally authorized tax practitioner who has technical expertise in the field of taxation. As an EA, I have been admitted to practice before the Internal Revenue Service.

I earned my Certificate in Financial Planning from the University of Georgia Terry College of Business. I also hold an Associate Degree in Electronics Engineering and a Bachelor of Science Degree in Computer Science.

I am a member of ACP, NAPFA, FPA, NAEA, FSEA, BetterInvesting, and the Parkland Chamber of Commerce (FL).

When I am not working, I enjoy the outdoor lifestyle of South Florida, spending time at the beach enjoying sunsets with my wife, bicycle riding, walking our dog Lily, and I love to cook and try out new recipes while enjoying a glass of wine.

Education

Nova Southeastern University
BS, 1991
Computer Science

ITT Technical Institute-Ft. Wayne
AS, 1982
Electronics Engineering
1980 To 1982

Alliance of Comprehensive Planners
ACP Success Program Training, 2014
Holistic Fee-Only Financial Planning

University of Georgia - Terry College of Business
Certificate in Financial Planning, 2013
Executive Program in Financial Planning

Professional Associations

Coral Springs Regional Chamber of Commerce
2016 - Present

National Association of Personal Financial Advisors
2016 - Present

Florida Society of Enrolled Agents
2015 - Present

National Association of Enrolled Agents
2015 - Present

Parkland Chamber of Commerce
2015 - Present

Alliance of Comprehensive Planners
2014 - Present

Financial Planning Association
2012 - Present

BetterInvesting
1997 - Present

Job History

Clark Financial Planning Services LLC
Fee-Only Financial Planner and Managing Member
June 2014 - present

Sabbatical | Career Change
November 2010 - June 2014

Avocent - a division of Emerson Electric (acquired by Emerson Electric in 2009)
Senior Technical Manager | Technical Team Lead
November 2009 - November 2010

Avocent
Staff Software Engineer | Technical Team Lead
January 2006 - November 2009

Avocent
Senior Software Engineer
January 2001 - January 2006

Equinox Systems (acquired by Avocent in 2001)
Senior Software Engineer
November 1999 - January 2001

Racal Datacom
Member of Technical Staff V
October 1989 - November 1999

Racal Datacom
Senior Technical Support Specialist
September 1986 - October 1989

Racal Datacom
Level III Electronic Technician
October 1982 - September 1986