portrait of Kathleen E Clark
FINANCIAL ADVISOR

Kathleen E Clark

CFP®
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Volunteering
  • Traveling
  • Pets
  • Gardening
  • Walking

Team Members

  • Jenny Gann
    Sr. Branch Office Administrator
  • Eric McLester
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(361) 643-8218

Fax

(866) 481-4895

Office Address

523 Elm St
Portland, TX 78374opens in a new window

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