About Pat Clark

When it comes to managing their investments, most people do not have the time, motivation, knowledge, and resources to do an effective job.  They know it’s important, but it is still very easy to neglect.  That’s where a financial advisor you can trust can be an invaluable ally in reaching your financial goals.

Pat Clark has been a trusted financial advisor now for almost a decade.

He graduated with a Bachelor of Science degree in Accounting in 1985.  After graduating, he served in the International Finance department of Campus Crusade for Christ for almost three years.  After another ten years of ministry with Campus Crusade, he began his career in financial services with a large, Fortune 200 company.

While his early success was noteworthy, not all was well between him and this initial firm.  He didn’t feel he had the independence he needed – or that his clients expected – in providing asset management and financial advice.

In 1999, he joined Grace Financial in order to obtain a more complete independence.  Coupled with his move to Mutual Service Corporation as his new Broker/Dealer, Pat has been offering independent, objective advice for a growing number of clients ever since.  As of January 1, 2007, he was responsible for the management of more than $10,000,000 of client assets.

My Designations

Each of Pat’s three designations is awarded by the Society of Financial Service Professionals.

The Society of Financial Service Professionals is over 75 years old with over 22,000 members in over 200 Chapters in all 50 states, Puerto Rico, Canada and Singapore. Founded in 1928 by the first graduates of The American College, its mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.

Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.

With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.

• Chartered Financial Consultant (ChFC) provides assistance with comprehensive financial and business planning, including creating and conserving wealth, retirement and income tax planning as well as estate, gift and trust taxation.
• Chartered Life Underwriter (CLU) has expertise in life, disability and long-term care insurance, financial, estate, retirement, business and employee benefit planning including pensions and group benefits.
• Registered Employee Benefits Consultant (REBC) provides help with group benefits, managed care and other health insurance issues, retirement planning, executive compensation and personnel management.