Craig Clark, CFP®

Craig Clark, CFP®

President

Craig is the President of Clark & Company Wealth Management. Craig holds a bachelor’s degree in finance from Canisius College and a master’s degree in economics from the State University of New York at Buffalo. He began his career at Jefferson Pilot Securities, which was later acquired by Lincoln Financial Securities. In 2010, he founded Clark & Company. He is a CERTIFIED FINANCIAL PLANNER® professional, holds his Series 7, 24, and 63 licenses, as well as his Life, Accident, and Health license. Craig is committed to high standards in financial planning and upholds these standards with every client. 
  
He is an active member of the Financial Planning Association of WNY, having served as President, and is on the board of directors at Fox Run – Orchard Park. Craig has also been a board member of the Financial Counselors of WNY and contributes to the Editorial Review Board of the Journal of Financial Planning. His previous roles include participation in the Practice Management and Risk Management Advisory Committees of Lincoln Financial Securities. His expertise has been featured in publications such as Buffalo Business First, and he has written commentaries for The Buffalo News and WNY Physician magazine.
 
Living in Elma, NY, Craig shares his life with his wife, Laurie, and their three children. The family is engaged in community service, actively supporting organizations such as Buffalo City Mission, FeedMoreWNY, and Say Yes Buffalo. Through his dedication to both financial planning and the community of Buffalo, Craig is recognized as a respected advisor in his field.