Clark R. Anderson, CFP^®, CLU^®

 

Senior Financial Representative

Princial Securities Registered Representative

CA Lic. 0555032

 

 

 

Clark R. Anderson is a financial professional with the Principal Financial Group^®, and specializes in small-business insurance needs.  Since 1978, Clark has helped individuals and business owners set and achieve their financial goals.  His extensive experience in layering non-qualified retirement programs over a qualified retirement plan base helps separate him from other financial services professionals, which allows him to assist small-business owners with the following:

                                                                                       

Clark thoughtfully combines qualified and nonqualified plans, meshes them with existing business succession plans, and helps those plans meet estate planning needs.  This careful coordination helps maximize retirement savings without causing other financial plans to become unbalanced.  Clark's leadership and experience in the industry make him a knowledgeable professional.  He is currently working out of the San Diego Business Center of the Principal Financial Group.  Clark is married and has two sons, ages 26 and 22.

 

Professional Certifications Earned:

• Bachelor of Arts – UC Davis, 1976
• CERTIFED FINANCIAL PLANNER™ Certificant– College of Financial Planning, 1994
• Chartered Life Underwriter Designation – The American College, 1995