Brandon Clark
Financial Planner & Coach
- Role
- Financial Advisor at Toler Financial Group
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Brandon Clark
I am a coach who partners with people to gain control over their most precious resources:…
Experience
Financial Advisor
Jul 2022 — Present · Silver Spring, MD, US
I provide comprehensive fee-only financial planning and investment management services for individuals, business owners and families. I have a diverse clientele but I specialize in working with Financial Independence Retire Early (FIRE) enthusiasts, retirees, clients with stock compensation, business owners, and business owners exiting their business. My experience as a practicing coach makes me uniquely qualified to partner with clients through both the emotional and financial paths of life transitions.Toler Financial Group provides advisory services through Rossby Financial LLC, a Registered Investment Advisor.
Education
St. Mary's College of Maryland
B.A., Economics and Sociology/Anthropology
Accomplishment Coaching
Coach Training Program
Howard University
MBA
Skills
- Financial Statements
- General Ledger
- Accounting
- Assurance
- Sarbanes-Oxley Act
- Auditing
- Financial Reporting
- Sec Filings
- Cpa
- Gaap
- Financial Accounting
- Financial Audits
- Internal Controls
- External Audit
- IT Audit
- Nonprofits
- Internal Audit
- Financial Analysis
- Cisa
- Sas70
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