Eric Clark Email & Phone Number
Chief Executive Officer and Managing Partner and Wealth Advisor @ BCWM, LLC
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Eric Clark Location
- Overland Park, KS, US
Eric Clark Work
- 2024 -now Chief Executive Officer and Managing Partner and Wealth Advisor @
- 2012 -2024 Managing Partner and Senior Wealth Advisor @
- 2005 -2012 Vice President @ Sonas Financial Group, Inc.
- 2003 -2005 Manager @
- 2000 -2003 Senior Advisor @
- 2000 -2000 Staff Accountant @
Eric Clark Education
- College for Financial Planning
AAMS (AAMS, Accredited Asset Management Specialist)
- University of Central Missouri
Bachelor's Degree (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 AAMS, 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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