AdFi
Andrea Clark

Andrea Clark

Fountain Hills, AZ
Verified Identity

The Table Financial Planning

Years of Experience

14 years

Number of Clients

104

Member Since

2022

Allow Me to Introduce Myself

I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, homeschooler, and family CEO through a dozen military moves from California to Vermont, Kansas to North Dakota. Coffee is my BFF. Many years as a military spouse and mother of four has taught me that life is full of unexp...

One thing I want my clients to know about me is...

I am a fee-only fiduciary, which means I work for you—and only you. No commissions. No product sales. No referral fees. Ever. My advice is 100% unbiased because I’m only paid by the person who matters most: you.

Clientele

Veterans & Active Duty Military
Women in Tech
Retirees
Business Owners
Tech Employees
Startup Employees
Government Contractors
Software Engineers
Attorneys & Paralegals
Surviving Spouses

I focus on helping military families, household CFOs and anyone navigating big life transitions—retirement, career changes, or just figuring out “what’s next.” I help with 'all the things' creating plans that feel doable, not overwhelming, so you can stress less and live more. Think of me as your financial planning partner who makes the complicated stuff simple (and maybe even a little fun).

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

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Profile Last Updated: November 24, 2025