Broker Check

First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

Jeffrey A. Clark

Financial Representative, Registered Representative, Financial Advisor
12110 Sunset Hills Road Suite 340
Reston, VA 20190
(703) 476-5700
[email protected]
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Jeff Clark has over 25 years of experience in the finance and accounting field, managing companies and developing strategies that help his clients better organize, understand, and improve their entire financial lives. Prior to joining First Financial Group, Jeff spent over 20 years in Senior Executive positions for small to mid-size privately held companies in Northern Virginia.

After the last privately held company was sold in 2002, Jeff made the move into a career that closely met his wide range of financial skills, educational background and desire to help people achieve financial independence. 

Jeff graduated from George Mason University with a Bachelor of Science Degree in Accounting. He has lived in the Northern Virginia area his entire life and currently resides in Ashburn, Virginia with his wife and has two grown children.

Areas of Focus:

  • Business Planning
  • Wealth Management
  • Executive Benefits
  • Personal Financial Planning
  • Wealth Accumulation
  • Business Succession
  • Retirement Planning
  • Succession Planning
  • Key Person Planning
  • Investments
  • College Funding & Planning
  • Estate Planning
  • Disability Income Insurance
  • Buy Sell Strategies
  • Business and Personal Plan Integration
  • Tax Mitigation Strategies
  • Goal Planning
  • Cash Flow Planning

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Financial and Emotional Quiz

Take our Financial & Emotional Confidence Quiz to find out how confident you are today and prepare for tomorrow.

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Financial Balance from the Living Balance Sheet

See how The Living Balance Sheet® can help you tell financial fact from fiction,
so you can achieve financial balance and accomplish your goals.


Contact Jeff

 
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 7101 Wisconsin Ave Ste 1200, Bethesda, MD 20814 301-907-9030.Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian.