Kent Clark Email & Phone Number
VP-Regional Planning Leader @ Fidelity Investments
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Kent Clark Location
- San Antonio, TX, US
Kent Clark Work
- 2025 -now VP-Regional Planning Leader @
- 2021 -2025 VP-Branch Leader @
- 2020 -2021 VP-Branch Leader @
- 2017 -2020 Regional Planning Consultant @
- 2016 -2017 VP-Financial Consultant @
- 2013 -2016 Wealth Manager @
- 2010 -2013 Wealth Manager @ USAA Wealth Management
- 2004 -2010 Financial Planner @ USAA Finanical Planning
Kent Clark Education
- College for Financial Planning
CFP
2005-2005 - The University of Texas at San Antonio
Bachelor of Arts (B.A.) ( American/United States Studies/Civilization)
1998-2002
Kent Clark Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Mutual Funds
- High Net Worth Individuals
- Finance
- Portfolio Management
- Series 7
- Wealth
- Investments
- Investment Management
- Wealth Management Services
- Investment Strategies
- Asset Allocation
- Retirement
- Investment Advisory
- Risk Management
- Certified Financial Planner
- Financial Services
- Financial Advisory
- Series 63
- IRAs
- Financial Planners
- Securities
- Fixed Annuities
- FINRA
- 401k
- ETFs
- Alternative Investments
- Asset Management
- Personal Financial Planning
- Pensions
- Bonds
- Life Insurance
- Series 6
- Private Banking
- 401k Rollovers
- Equities
- Fixed Income
- Insurance
- Long-term Care
- Retirement Plan Consulting
- Trust Services
- Long Term Care Insurance
- Relationship Management
- Banking
- Financial Markets
- Defined Benefit
- Wealth Accumulation
- Long Term Care
Kent Clark Summary
- Kent Clark, based in San Antonio, TX, US, is currently a VP-Regional Planning Leader at Fidelity Investments. Kent Clark brings experience from previous roles at Fidelity Investments and Charles Schwab. Kent Clark holds a 2005 - 2005 CFP @ College for Financial Planning. With a robust skill set that includes Wealth Management, Retirement Planning, Estate Planning, Strategic Financial Planning, Mutual Funds and more. Kent Clark has 2 emails and 4 mobile phone numbers on RocketReach.
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Kent Clark
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