CONTACT INFORMATION: Don Clark Website 913-451-7526 email@example.com
Personal Financial Group was founded on the principle that financial planning should be based on personalized service in 1998. For each of our clients, we strive to create financial stability and a plan for financial independence, addressing wealth management concerns such as retirement, risk management, college, estate, and tax planning.
• Overland Park
• Lake Quivira
• Kansas City, KS
• Kansas City, MO
• Archdiocese of KCK
Don Clark CFP®, MBA | Managing Principal
Don Clark is a Certified Financial Planner™ professional, a Managing Principal through LPL Financial and President of Personal Financial Group. Don has been in the financial industry for over 23 years. During that time, he has developed long-term relationships with his clients by emphasizing a comprehensive approach to financial planning that focuses on client service. Don helps his clients design financial plans that include estate planning, tax reduction and financial independence planning/retirement planning.
Don earned his Master’s Degree in Business Administration from Rockhurst University, and his Bachelor’s Degree from the University of Kansas. He has also earned the elite professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) through his studies at the College of Financial Planning. Don currently holds the Series 7, 24, 53, 63 and 65 registrations through LPL Financial and is also licensed in Life and Health Insurance.
As an Investment Advisor Representative, Don specializes in developing and implementing retirement and estate plans for private clients. He incorporates advanced tax planning techniques to help minimize income and estate taxes. He also utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Don is a firm believer in the growth and development of children through education and sports. For 8 years, Don was an elected member of a local Board of Education and was also an elected member of the Executive Board for the Kansas State High School Activities Association.
Don and his wife Nancy have three boys. He is actively involved in youth sports and has coached his sons in baseball, football and basketball. Additionally, he has officiated collegiate sports. In his spare time, Don likes to run and he has completed several marathons, including the Boston Marathon.