Rob Clark has been helping clients work toward long-term financial security for their families and their businesses since 2001. It is his goal to help his clients grow, protect, and manage their assets in the most tax-efficient manner. With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives.
Rob is a Certified Financial Planner professional and holds a bachelor’s degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, the UCF Alumni Association Board of Directors, and is a Leadership Orlando Alumni. He enjoys spending time with his family, golfing and health/fitness. The Florida native was born in Sarasota.
Investment advisory services offered through RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC, these firms are SEC Registered Investment Advisors. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. RWM Asset Management, LLC, Ruggie Capital Group, Inc. and CWM, LLC are unaffiliated investment advisory firms.
Rob Clark is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.