John M. Clark

John M. Clark, CFP® began their work experience in 2004 as a Retirement Plan Specialist at ING. In this role, they worked until 2007. John M. then joined Heffernan Financial Services in 2008 as the Vice President of Retirement Plan Services. John M. is responsible for discussing retirement plans with clients, assessing their needs and goals, and making recommendations to help them achieve their objectives. John Clark specializes in acting as a Fiduciary under ERISA.

John M. Clark, CFP®, completed their Bachelor of Arts degree in Economics from the University of Michigan from 2000 to 2004. Additionally, they obtained their CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in 2021. Currently, there is no information available about their enrollment or degree at UNSW.