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Mr. William E. Clark, CFP®


Clearview Wealth Management

2115 Rexford Rd Ste 316
Charlotte, NC 28211-3458
View on Map (704) 837-4317

NAPFA Registered Financial Advisor

Year CFP® Certification Received: 2002
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English
Specialties: Banking, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Small Business Planning, Wealth Management

Typical Client Profile

Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 65-74, 55-64
Profession: Service Professionals

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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