Clark L. Permann
CFP™, CLU, ChFC, CMFC, RFC™
- Founder and President of Financial Management, Inc., an independent Registered Investment Advisor (RIA)
- FMI invests over $100 million of client's assets in many states.
- FMI is affiliated with the nation's largest independent broker/dealer/RIA, LPL Financial.
- Co-Director of the Association Marketing Program through Financial Management Associates, LLC.
- Member of the American Society of Financial Service Professionals, the Yakima Estate Planning Council, the Financial Planning Association, the American Institute of Certified Financial Planners, Past President of the Yakima Valley Association of Life Underwriters, 1996-1997.
- Attended Brigham Young University in Provo, Utah with a major in Political Science and minors in Economics, Spanish and Finance. He also completed advanced studies in financial planning through the American College in Bryn Mawr, Pennsylvania.
- Registered Representative, Life Insurance Agent, Branch Manager, Registered Principal and Investment Advisor Representative of LPL Financial
- Certified Financial Planner™ (CFP™), Chartered Life Underwriter (CLU), Chartered Mutual Fund Counselor (CMFC), Chartered Financial Consultant (ChFC), and Registered Financial Consultant™ (RFC™)
- Selected in 2005 as of one of America's Best Financial Planners by Consumers' Research Council of America
- Has worked with hundreds of Americans on how to be better prepared for retirement
- FMI is a member of LPL's Chairman's Club, limited to top 5% of over 7,700 registered representatives nationwide
- BSA Venture Scout Leader / Eagle Scout
- Classical pianist
- Involved in Yakima Rotary and various charities
- Lived in Idaho, Utah, and Washington
- Married to Tanya and has four children
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.
