David Clarken
Wealth Manager at FWI Wealth Management | Atlanta, Georgia, United States
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David Clarken is a founding partner at FWI Wealth Management, a distinguished financial planning and investment management firm that proudly operates under veteran ownership. With a focus on high-achieving professionals who derive their income from intellectual capital, David has carved out a niche in wealth management that emphasizes personalized strategies and long-term financial growth. His expertise spans a wide range of areas, including alternative investments, retirement planning, and behavioral finance, allowing him to provide tailored solutions that align with his clients' unique aspirations and risk tolerances.
At FWI Wealth Management, David is currently spearheading several key projects aimed at enhancing client engagement and optimizing investment portfolios. He employs modern portfolio theory to construct diversified investment strategies that not only seek to maximize returns but also mitigate risks in volatile markets. His commitment to continuous learning and adaptation ensures that he stays ahead of industry trends, enabling him to offer innovative financial solutions that resonate with his clients’ goals.
In addition to his technical skills, David is a passionate public speaker, frequently sharing insights on wealth management and financial literacy at industry conferences and workshops. His ability to communicate complex financial concepts in an accessible manner has made him a sought-after resource for both clients and peers alike. By leveraging his extensive knowledge in financial accounting and behavioral finance, David empowers his clients to make informed decisions that pave the way for a secure financial future. For those looking to navigate the complexities of wealth management, David Clarken stands out as a trusted partner dedicated to fostering financial success.
Wealth Manager at FWI Wealth Management in March 2014 to Present
Wealth Manager at Creative Planning Inc. in March 2013 to January 2014
Wealth Manager at USAA in January 2011 to March 2013
Director of Investments at Capstone Financial, LLC in August 2010 to January 2011
Vice President, Portfolio Manager at Bank of America in April 2006 to February 2010
Senior Presenter & Investment Consultant at Charles Schwab in November 1999 to April 2006
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Wealth Management
Alternative Investments
Retirement Planning
Public Speaking
Modern Portfolio Theory
Behavioral Finance
Financial Accounting
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Discover more about FWI Wealth ManagementWhat is David Clarken email address?
Email David Clarken at [email protected] and [email protected]. This email is the most updated David Clarken email found in 2026.
What is David Clarken phone number?
David Clarken phone number is +14047881582 and +14073614349.
How to contact David Clarken?
To contact David Clarken send an email to [email protected] or [email protected]. If you want to call David Clarken try calling on +14047881582 and +14073614349. (updated on November 04, 2024)
What is David Clarken net worth?
David Clarken has an estimated net worth of $375,000 to $499,999
What company does David Clarken work for?
David Clarken works for FWI Wealth Management
What is David Clarken's role at FWI Wealth Management?
David Clarken is Wealth Manager
What industry does David Clarken work in?
David Clarken works in the Financial Services industry.
David Clarken Email Addresses
David Clarken Phone Numbers
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