David Clark, Financial Advisor
David Clark joined Perspective Financial Group, an Alera Group Company, in January 2024. He guides clients through identifying, implementing, and achieving their financial goals. David brings nearly a decade of experience in wealth management, previously working as a Private Wealth Manager for a nationally recognized Registered Investment Advisor firm. He served on the investment committee and leadership team and brings a deep understanding of all aspects of a family’s financial plan.
David graduated summa cum laude with a BS in Finance from Wilmington University. David holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
As a resident of Wilmington, DE, David spends his free time with his wife Heather and two children. They enjoy playing, reading, and teaching their children as well as spending time with family and friends. David is also an avid sports enthusiast and musician.