Bert Clark, J.D., CFP®, CLU®, CAP®, AEP®

Financial Representative

Who We Are

Your values. Your goals. Your plan. Your legacy.

“Our objective is to help you gain absolute clarity with regard to all of your financial and philanthropic goals."

Clark Financial is a national advisory firm that specializes in comprehensive wealth management, estate planning and business succession planning. Based in Atlanta, our team is comprised of Wealth Management Advisors and experienced professionals. We serve high-net worth families, professionals and business owners. Our approach is a tailored solution that best fits the unique needs of each individual client, now and in the future. Our focus includes defining your mission, legacy, values and objectives. Our goal is to ensure continuity and growth through a dynamic process of design, coordination, implementation and ongoing strategy review.

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Clark Financial News

October 2015 - The team of Bert Clark and the Northwestern Mutual Goodwin Wright group show their support against childhood cancer by wearing their "Go Harris Go" tshirts. Harris is the 2 year old son of a client in Bert's practice, who is battling rhabdomyosarcoma which is a malignant tumor. The proceeds from the Tshirts below supported Harris in his battle to fight cancer. Team member Madison is the 5th standing from the left on the bottom row. 

September 2015 - Berry College holds their Grand Opening of the new multi-sport stadium, which includes the Clark Track and Valhalla playing field. Bert led the way in fundraising $750,000 to fund the new construction of the 8 lane track, which circles the new and improved Valhalla field. Pictures below shows the ribbon cutting and celebration of both completed projects before Berry's first home football game of the season.

Track photo
Group photo

Bert Clark and his wife Cathy are on the left standing next to other Berry College board members.

Bert is the third in from the right cutting the ribbon on opening day.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck