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Andrea Clark | Financial Advisor

Profile img for Andrea Clark, financial advisor at The Table Financial Planning
Fountain Hills, AZ
Andrea Clark
Financial Advisor
The Table Financial Planning

Verified Identity

Important Disclosures

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 unexpected changes. When those life transitions happen, the money needs a plan you can count on. I founded The Table to give you a place to define financial success your way and confidently proceed into the next adventure of life. I am a fee-only fiduciary, which means I serve only your best interests and receive compensation only from you. I do not earn commissions or referral fees for any of the products or other professionals I may recommend for your needs. If you want unbiased advice tailored to your financial life goals, you are in the right place.
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Specialties and Expertise

7
Tax Minimization Investment Strategies
Cash Flow Analysis
Retirement Income
Business Ownership Strategies
Credit & Lending Needs
Debt Management
College Planning

Clientele

12
Tech Employees
Veterans & Active Duty Military
Partners at Law Firms
Women in Tech
Startup Employees
New Investors
Retirees
Surviving Spouses
Business Owners
Software Engineers
Tech Sales
Government Contractors

Credentials and Designations

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Certified Financial Plannerâ„¢

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Series 65 - Uniform Investment Adviser Law Exam

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Accredited Financial Counselor®

Quick Facts About Andrea
Years of Experience:14 yearsMember since:2022

Services Provided

How I help my clients

Advice-Only Financial Planning

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Financial Planning

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
Hourly Fee

Proof of License

BrokerCheck
SEC Profile
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Fountain Hills, AZ
Andrea Clark
Financial Advisor
The Table Financial Planning
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