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Zachary C
CFP®, Series 65
Louisville, KY
Clark Financial Planning
Zachary Clark is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He operates Clark Financial Planning, an independent, solo advisory firm based in Louisville, KY. Clark has eight years of prior experience with Coats Financial Planning, Inc. He serves as an unpaid board member, Treasurer, and head of the Finance Committee for Couple to Couple League International, Inc. Clark Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a long-term, buy-and-hold strategy with diversified portfolios using no-load mutual funds and passive index ETFs, and engages clients through retainer and fixed-fee arrangements rather than traditional asset-based fees.
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