Michael J. Clarke
- Role
- Wealth Manager at Protection Point Advisors
- Location
- Culver City, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael J. Clarke
A CPA, Tax…
Experience
Wealth Manager
Mar 2009 — Present
Provide full-service financial planning, inclusive of retirement planning, investment management, estate planning, business succession strategies, education funding, insurance planning and general wealth management.
Skills
- Financial Modeling
- Strategic Financial Planning
- Strategy
- Banking
- Management
- Leadership
- Business Analysis
- Retirement Planning
- Investments
- Risk Management
- Portfolio Management
- Strategic Planning
- Financial Analysis
- Management Consulting
- Change Management
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