Bert Clark, CFP®, CLU®, CAP®, AEP®
Estate & Business Planning Advisor


Clark Financial

Professional

Bert Clark joined Estate Strategies Group of Northwestern Mutual in 1997. Prior to joining the financial services industry, Bert practiced law for 11 years as an estate and business planning attorney. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Advisor Of Philanthropy (CAP), and Accredited Estate Planner (AEP). Bert holds multi state Life, Disability and Long Term Care Insurance Licenses, as well as the investment Series 7 License. Bert is a graduate of Berry College with a Bachelors in Art and holds a Juris Doctor (JD) degree from the University of Georgia.

Awards and Recognition

  • 2003 Northwestern Mutual’s Top 20

  • 2011 Preeminent AV rating (highest rating in legal ability and ethical standards)

  • MDRT (Million Dollar Round Table)

    • Qualifying/Life Member 2007-2015

    • Qualifying Member 1998-2006

  • Northwestern Mutual Forum Member for 12 years

    • 1999 - 2003, 2005 - 2006, 2008, 2011 - 2015

 

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