Mary Kathryn (Kate) Clark – CFP®, AIFFinancial Advisor
Mary Kathryn (Kate) Clark is a Financial Advisor for Barnes Capital Group. She is also a General Securities Representative through LPL Financial, a Registered Investment Advisor Representative with Independent Financial Partners, and holds insurance licenses for Variable Life, Variable Annuities, Fixed Life, Fixed Annuities, Health and Disability Insurance.
In 2008 and 2009 she was a guest Lecturer for the Retirement Planning Today Series taught at Florida State University as part of the Financial Educators Network. In 2011, she became an Endorsed Local Provider for Dave Ramsey who is a nationally acclaimed financial author, radio host, television personality, and motivational speaker.
Kate Clark earned the AIF® Designation from the Center for Fiduciary Studies in 2014. The AIF® Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.
In 2016, she became a CERTIFIED FINANCIAL PLANNER™ practitioner. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Specialties: Qualified plan consulting. Educate on the design and implementation of qualified plans and fiduciary process. Financial Planning and Risk Management for Small to Mid-Size Businesses. Retirement planning for individuals and families.
Mrs. Clark is an active member of the community, serving on the Corporate Board of Directors for the Gadsden Arts Center, a Past President of Business Networking International (BNI) – Capitol Action, member of the Tallahassee Chamber of Commerce and Access Tallahassee and a Leadership Tallahassee Class 33 Graduate.