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Eric Clark Location
Overland Park, KS, US
Eric Clark Work
Chief Executive Officer and Managing Partner and Wealth Advisor @ (January 2024 - Present)
Managing Partner and Senior Wealth Advisor @ (March 2012 - January 2024)
Vice President @ Sonas Financial Group, Inc. (July 2005 - February 2012)
Manager @ (January 2003 - January 2005)
Senior Advisor @ (January 2000 - January 2003)
Staff Accountant @ (January 2000 - June 2000)
Eric Clark Education
College for Financial Planning
AAMS (Accredited Asset Management Specialist)
University of Central Missouri
Bachelor's Degree (Accounting with emphasis in Personal Financial Planning)
Eric Clark Skills
Strategic Financial Planning
Wealth Management
Personal Finance
Retirement Planning
Investment Advisory
Tax
Estate Planning
Wealth Management Services
Eric Clark Summary
Eric Clark, based in Overland Park, KS, US, is currently a Chief Executive Officer and Managing Partner and Wealth Advisor at BCWM, LLC. Eric Clark brings experience from previous roles at BCWM, LLC, Sonas Financial Group, Inc., SunGard and BKD CPAs & Advisors. Eric Clark holds a AAMS in Accredited Asset Management Specialist @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Personal Finance, Retirement Planning, Investment Advisory and more. Eric Clark has 3 emails and 4 mobile phone numbers on RocketReach.
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