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Brian C
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
Brian Clarke is a CFP® professional with 22 years of industry experience. He is the sole advisor at Clarke Financial Counsel, LLC, an independent firm he founded after previous roles at Financial Strategies, Incorporated, PNC Wealth Management, and Valic Financial Advisors. Clarke also provides advisory services to clients of Financial Strategies, Inc. separate from his work at Clarke Financial Counsel. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients, focusing on comprehensive, project-based planning without investment management or custody of assets. The firm emphasizes hourly and fixed-fee arrangements and provides services including retirement and estate planning, tax and business planning, and equity compensation guidance.
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