Jeffrey B. Clark, CFP®, CIMA®

Wealth Management Advisor

A veteran of the US Army, and a graduate of St. John's University's School of Risk Management, Jeff Clark has more than three decades of experience as a wealth management advisor.

Growing up in western Pennsylvania farm country as one of seven children, Jeff's father was disabled by polio and his family only ever knew poverty, A strong desire to help people avoid such a fate, and to protect their families as responsible stewards of their finances, drove him to pursue a career as an independent financial advisor. Jeff gets great satisfaction from helping clients progress towards their personal and business goals with confidence.

As the dedicated client advisor, Jeff Clark and the strategic team at CarriageGate Wealth Management offer a broad skill set that integrates multiple disciplines fundamental to sound financial management. He specializes in financial planning focused on tax planning and risk management for families and business owners.

Jeff's qualifications include:

  • BSc degree in Actuarial Science, with honors. Earned at The College of Insurance, now known as the St. John's University's Maurice R. Greenberg School of Risk Management, Insurance and Actuarial Science. Required studies included specialized courses in mathematical optimization, life contingencies, statistics, the mathematics of finance, insurance contract law and more.
  • Actuarial exams covering mathematics, probability and statistics, administered by the Society of Actuaries
  • FINRA Series 7, 24, 63 and 65 held through LPL Financial
  • Licenses for Life, Disability and Long-Term Care insurance
  • Licenses for Variable Insurance products and Annuities
  • Certified Financial Planner® Professional (CFP®) designation, administered by the CFP Board and earned through The College for Financial Planning
  • Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania
  • LPL Financial Investment Adviser Representative
  • LPL Financial Registered Principal

Together with his extensive experience, the comprehensive body of specialized knowledge Mr. Clark has acquired across the disciplines of mathematics, risk management, insurance, investments and financial planning supports the trusted strategies he brings to each client's personalized wealth management plan.

The son of a World War II disabled purple heart recipient, Jeff supports disabled veterans.

He resides in Trinity, FL and enjoys motorcycling, traveling and family life.

Phone 908-782-2228
Fax 908-782-0918