Benjamin Clark headshot

Benjamin Clark CFP®, CES

Vice President, Financial Advisor

Ben is a Financial Advisor dedicated to helping more families achieve and maintain confidence in their overall financial plan.

Ben has been working as a CFP® Professional since earning the designation in 2007. The Certified Financial Planner™ Certification is the standard of excellence in financial planning, and Ben works to maintain that excellence with every relationship he establishes.

He was also awarded the Certified Estate and Trust Specialist (CES) designation. Since family is especially important to him, and he uses his expertise to help parents and grandparents protect their loved ones and reduce unnecessary fees and taxes. Ben believes in assisting his clients in navigating the challenging process of planning their future on their own terms, and accepts this duty with Life and Long-term Care Insurance honor from those who trust him with their financial well-being.

Ben lives in Dunedin with his wife Jennifer, son, Gabriel and daughter, Adriana. In their free time you can usually find them cruising around town on their golf cart or cheering on their Formula1 racing team!

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser.  SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.