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Our financial advice team


Richard L Clark Ameriprise Financial Advisor

Richard L Clark

CPA, PFS

Financial Advisor

Business Financial Advisor
Affirm Wealth Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Employee Stock Options

Interests

  • Golf
  • Music
  • Little League Coaching
  • Writing

Community participation

  • Gilbert Pop Warner Youth Football, Little League Coach

Qualifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Education

  • B.S. in Accounting, 1984, Arizona State University, Tempe, AZ

Professional associations

  • American Institute of Certified Public Accountants, New York, NY
  • AICPA Personal Financial Planning Section (PFP)