Kathleen Clark, Financial Advisor

FINANCIAL ADVISOR
Kathleen E Clark

CFP®, CEPA®
523 Elm St, Portland, TX 78374opens in a new window
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Volunteering
  • Traveling
  • Pets
  • Gardening
  • Animal Rescue

Send Me a Message

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Office Information

Hours

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

Phone

(361) 704-6112

Fax

(855) 823-3247

Office Address

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

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