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

Financial Representative

Community Involvement

Bert believes in giving back to community, he believes being fully engaged in community is the best way to remain well informed on the economy's current events.  It also allows him to connect more personally with individuals and their businesses around the city of Atlanta and throughout the Southeast region.

Bert is currently a spirited member of the following boards and committees. 

  • Board member Berry College
  • Board member of The High Museum of Art
  • Board of Trustees of The Georgia Trust
  • Board of Trustees for the Woodruff Art Center
  • Member of the National Association of Estate Planners and Councils specifically the Atlanta chapter
  • Member of the Advanced Life Underwriting
  • Member of the Atlanta Opera Executive Committee
  • University of Georgia’s Honors Program Advisory Board Member

Along with his active involvement in the above, Bert Clark is an advocate for better education, and cultural exposure for highly driven and well achieved students through the Honors International Scholars program at UGA.  Through his advocacy he not only is a board member of this program, but is also an annual donor.  To read more about what Honors International Scholars offers click on the link below.


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