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Clark Schweitzer, CFP®
Senior Wealth Advisor

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clark@diversifiedllc.com
Phone: 610-627-5920
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Clark joined the Diversified team in 2021. In Clark’s role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, Clark helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion—all in an effort to give the client the best possible service and peace of mind. Clark has received the CERTIFIED FINANCIAL PLANNER™ designation.

Clark graduated in 2011 from Temple University’s Fox School of Business with a B.S. in Finance.

Clark began his professional career as a stockbroker working for a large investment brokerage firm consulting with retail investors. He soon advanced his career becoming a relationship manager with SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. At SEI, Clark assisted investment advisors, investment managers, institutional investors and affluent individuals to create and manage wealth.

After 7+ years of working closely with 100’s of top advisors at SEI Investments, Clark decided it was time to take this extensive industry knowledge and begin his path of helping others live a life of wealth, health and happiness working at Diversified.

Outside of Diversified, Clark resides in Wayne, PA with his wife Dana and his son Benjamin.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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