Phil Clark

Phil Clark is a financial consultant who specializes in holistic wealth management.1 He helps individuals and families build, implement, and monitor their financial wealth strategies, acting as their personal CFO.1 Phil advises clients on various aspects of financial planning, including personal finances, investment management, charitable giving, education, retirement, income taxes, and estate considerations.1

In his professional capacity, Phil:

• Chairs the Wealth Management Training Committee, focusing on staff development1
• Is a member of the Certified Financial Planner Board of Standards and the Investments and Wealth Institute1
• Serves as a board member of the Springhill Housing Corporation and Springhill Pooled Accounts Trust1

Phil holds a B.A. in finance from Michigan State University.1 Outside of work, he enjoys spending time with his wife and three young children, staying active, taking family trips, skiing, golfing, and playing team sports.1 He is also an avid fan of Michigan State football and basketball.1

It's worth noting that while there are other professionals named Phil Clark in the financial industry, the information provided here specifically relates to the Phil Clark who is a Financial Consultant at Self-employed, as mentioned in the query.