CLARK ASSOCIATES FINANCIAL PLANNING

Dan started at Clark Associates in January of 2006. Prior to Clark Associates, Dan worked at TD Ameritrade and Charles Schwab. Before getting into financial services, Dan worked in the accounting department for a large cosmetic company in their corporate office in NYC. At Clark Associates, Dan heads up day to day operations of the business and assists with client needs. Dan handles client account reporting and document workflows. Like all small businesses, we all wear many hats and everyone is willing to help out with whatever is needed to get the job done. Dan resides in Williamstown NJ with his wife Kim and their three young adult children who are currently attending college... We are dedicated to your health and our team's. Our goal is to stay healthy and serve you. Your goal is to stay healthy, mentally, and physically! We are taking precautions to keep everyone safe. We work by appointment so it limits your wait time. We have clients all over the country, so working "virtually"..

Also known as: Clark Associates, Clark Associates Financial Planning, Inc.

Primary location: Gibbsboro United States