Ken Clark, CFP

expertise
Student loans, paying for college, financial aid
education
Pepperdine University, College of Financial Planning, National University

Highlights

  • Worked as a researcher at a large mutual fund
  • Worked as a stockbroker at one of the largest brokerage firms in the country
  • Founder and president of his own investment advisory firm

Experience

Ken Clark is an expert on college savings and paying for college, with more than three years of experience writing about these topics for The Balance. He has been working in the financial planning industry for over a decade.

Clark sat on the pension management board of one of the largest nonprofit organizations in the country.

He worked for PaineWebber (now UBS), co-managing over $100,000,000 in assets before starting his own investment management firm and a subsidiary. He now divides his time between running his financial planning practice, pastoral counseling, and pro bono work for military families.

Clark received a master's in Counseling Psychology from National University, making him one of the foremost experts on the overlap of personal finance and psychology.