Wm. Eric Clark, CFP®, MBA
President, Chief Compliance Officer
Wm. Eric Clark is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and a majority owner of Clearview Wealth Management. Eric serves as a Senior Financial Advisor and Chief Compliance Officer.
With a Wake Forest Master’s in Business Administration, Eric is finely attuned to the details of financial planning, using his expertise to develop customized financial plans for clients and small business owners which help guide them to sound decision-making. His prior banking experience allows him to assist clients with complex compensation plans and benefit packages to maximize their employer offerings. He has a special interest and expertise in advising individuals and families through succession planning and wealth transfers. However, he is also passionate about delivering exceptional client care learned by helping customers through his banking roles and experiences.
Eric is an active member of the National Association of Personal Financial Advisors (NAPFA). He has served on a number of local non-profit education related boards and is currently serving as a Trustee for The Madeira School in McLean, VA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.