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Our financial advice team


Chad Clark, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Chad Clark

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Vantage Point Financial Planning
10
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

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Administration, 2013, Finance East Tennessee State University, Johnson City, TN

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2022

Professional associations

  • Farragut Chamber of Commerce

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Life is easier when you enjoy what you do for a living. I find great pleasure in helping people navigate the financial obstacles that can keep them from living the life they want. When I am away from the office, there are many activities that I enjoy doing in my spare time.

  • Golfing
  • Spending time with family & friends
  • Exercising
  • Traveling
  • Reading
  • Outdoor activities
  • Landscaping / Gardening

Honored to be recognized in Forbes

I’m excited to share that Vantage Point Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.