Michele Clark (CFP®, CRPC®)
Michele Clark focuses in the
following client markets or areas of practice:
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Michele Clark, CFP®, CRPC® has developed a specialization in working with people who are starting to seriously think about their retirement or who are retired and facing all of the complex planning issues one faces during this time.
With retirement on the horizon things are more complicated, and you know you have one shot to get this right. You have questions about investing, Social Security, healthcare, taxes, cash-flow, long term care and more. We consider the entire financial picture, not just the investments.
She has been helping individuals and families with their finances for 25 years and has a deep knowledge of and experience with retirement transtion planning.
Additional Information
Michele has appeared on or been quoted in such media outlets as The Wall Street Journal, Money Magazine, USA Today, Market Watch, US News & World Report.com, CNBC.com, The St. Louis Post Dispatch, Los Angeles Times, Financial Planning Magazine, St. Louis Public Radio, Yahoo Finance, St. Louis Magazine, and others.
She is a CERTIFIED FINANCIAL PLANNER™ professional, CHARTERED RETIREMENT PLANNING COUNSELOR™, and a NAPFA Registered Investment Advisor.
Michele has volunteered her time for financial literacy outreach at Financial Planning Days, Money Smart Week, Habitat for Humanity and others.
She is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA.) Michele is on the Board of the FPA of Greater St. Louis and serves as the President.
Let’s talk about you, what you would like to accomplish, and how we can work together to make it happen. Call Michele today at 636-449-4900 or e-mail mc@acrinv.com.
NAPFA Start Date
October 27, 2011
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.