“Successfully taken a wealth management firm from 1 to 12 team members in five years”
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If my message sounds like it may be a good fit for your audience,
I would love to connect for a call at your first opportunity.
SPEAKING
TOPICS
CREATING HOLISTIC WEALTH MANAGEMENT STRATEGIES TO HELP PEOPLE REACH THEIR GOALS.
Retirement Income Strategies
IRA & 401(k) Rollovers
Wealth Accumulation
Asset Protection
Annuities
Life Insurance
Tax Minimization Strategies
Long-Term Care
01
Learn how to understand the black box of the family finances.
02
Are you planning your taxes or just
preparing them?
03
Empowering women to learn how to manage their finances
04
Empowering women to learn how to manage their finances
About MEGAN CLARK
Clark Financial Solutions
Megan is Rick’s daughter, a graduate of the University of Virginia and is the CEO of our firm, as well as an advisor. She grew up learning about the business and fell in the love with the fact that our clients truly are the boss. Her passion to help others is fulfilled with every client we support. When not working with her own clients, she also assistsRick and Ben in case design for new and existing clients. Megan was born and raised here, and currently lives in Vienna with her husband James. She is currently working towards her Certified Financial Planner (CFP) certificate. Down the road when Rick decides to “retire”, he knows Clark Financial will be in good hands.
People Are Loving Megan:
“I’ve been to numerous financial seminars, and you are the most engaging speaker I’ve ever seen.”
Speaker Rating: 9.6 / 10
If my message sounds like it may be a good fit for your audience,
I would love to connect for a call at your first opportunity.
copyright MEGAN CLARK2018