Bert Clark, J.D., CFP®, CLU®, CAP®, AEP®
Wealth Management Advisor

Bert Clark Financial Group


Bert Clark joined Northwestern Mutual in 1997; prior to that, Bert practiced law for 11 years as an estate and business planning attorney. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Advisor Of Philanthropy (CAP), and Accredited Estate Planner (AEP). Bert holds the investment Series 7 License, as well as multi-state Life, Disability and Long Term Care Insurance Licenses.

Bert is a graduate of Berry College with a BA in History, and holds a Juris Doctor (JD) degree from the University of Georgia.

Awards and Recognition

  • 2011 Preeminent AV rating (highest rating in legal ability and ethical standards)
  • MDRT (Million Dollar Round Table)
    • Qualifying/Life Member 2007-2020
    • Qualifying Member 1998-2020
  • Northwestern Mutual Forum Member for 12 years
    • 1999 - 2003, 2005 - 2006, 2008, 2011 - 2015

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