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Robert C

Series 66

Melbourne, FL

Sound Financial Solutions LLC

Robert Clark Jr. is a financial advisor at Sound Financial Solutions LLC in Melbourne, FL, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Investors Security Company, LPL Financial, and Morgan Stanley. He has been with Sound Financial Solutions since 2013. Sound Financial Solutions LLC provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. The firm manages approximately $15.8 million across about 74 clients, offering both discretionary and non-discretionary portfolio management using a mix of fundamental, technical, and cyclical analysis with various investment options including mutual funds, equities, fixed income, ETFs, REITs, and non-U.S. securities.

Wealth management Retirement income strategy General retirement planning Real estate investing Cash flow / budgeting
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Luke O

Series 63, Series 65

Melbourne, FL

Sound Financial Solutions LLC

Luke Ottinger is a financial advisor with Sound Financial Solutions LLC in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Securities America Advisors, Investors Security Company, LPL Financial, and Morgan Stanley. He is also a director of Minuteman Printery, Inc., a family-owned printing business. Sound Financial Solutions LLC provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. The firm manages client assets internally using both discretionary and non-discretionary strategies, incorporating fundamental, technical, and cyclical analysis across a range of investment options.

Wealth management Retirement income strategy General retirement planning Real estate investing Cash flow / budgeting
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