Clark Schweitzer, CFP® Lifelong Financial Advisor
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 and continued his industry education by obtaining his series 7, 63, and 65.
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.