Ken Clark

  • Founder of, a non-profit program that provides free financial advice to military personnel.
  • 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


Ken Clark is a former writer for The Balance covering issues of college savings and paying for college for more than three years. 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 non-profit organizations in the country.

He worked for PaineWebber (now UBS), co-managing over $100,000,000 in assets before starting his 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 Degree in Counseling Psychology from National University, making him one of the foremost experts on the overlap of personal finance and psychology.

Awards and Publications


Clark received his Business Management degree with an emphasis in accounting from Pepperdine University. He then finished his three-year program of study with the College of Financial Planning in Denver, Colorado.

He has passed the Certified Financial Planner's certification exam, the Series 7, 63, and 65 exams, and the California Life Insurance Exam.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.