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James Clark, Financial Advisor serving the Troy, MI area - Ameriprise Advisors

James Clark

MBA, CFP®, ChFC®

Financial Advisor

Blumark Financial 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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • MBA

Education

  • Oakland University - Bachelor of Science, Finance
  • Northwood University - DeVos Graduate School - MBA, Management

Previous experience

  • Financial Consultant, Hantz Financial Group, Jul 2001 - May 2012
  • Partner, AQuest Wealth Strategies, May 2012 - May 2015
  • Financial Advisor, Blumark Financial Advisors, May 2015 - present

Community participation

James is committed to giving back to his community and believes in the power of positive involvement. He coaches various youth sports fostering teamwork, discipline, and leadership skills. James is also engaged with his children’s schools, contributing to their educational experiences and supporting initiatives that benefit students and families. James plays a pivotal role in the local non-profit sector, serving on the board of two non-profits, where he helps guide strategic decisions and supports initiatives aimed at making a positive impact. Through his dedication, James continues to create lasting change and strengthen the community.

Interests

Outside of his professional work, James is passionate about a variety of pursuits that enrich his personal and professional life. He deeply values time spent with family and friends, believing in the importance of meaningful relationships and connections. James is also committed to continuously honing his investment knowledge, staying informed about market trends, and expanding his expertise in the ever-evolving world of finance. A dedicated coach, James enjoys mentoring youth in various sports, helping young athletes develop both their skills and character. He is also an avid traveler, seeking new experiences to broaden his perspective.