Thomas F. Clark
Thomas Francis Clark has been an independent comprehensive financial planner since 1981. His specialty is in working with the owners of privately-held businesses regarding their personal and business related financial planning needs.
Tom understands the risks and the issues involved with repositioning a client’s assets to achieve his or her goals. Many of his clients are “business rich and cash poor”, and require additional liquidity to help achieve many of their long term objectives. Overall, Tom helps his clients navigate a path through the myriad of options and alternatives related to the repositioning of assets.
Tom has over 30 years of experience working with business owners, and brings a wealth of personal knowledge about the issues surrounding the management of a business. During a five year period from 1996 to 2000, Tom left financial planning to serve as the founder of a technology company. Having served as CEO, Tom can empathize with his clients’ multiple demands related to personal and business financial objectives.
Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner and Charterer Financial Consultant (ChFC) who also holds a B.S.B.A. degree from Georgetown University’s business school. He and his wife Janey live in Vienna, Virginia. They have six children: Izaak, Noah, Deborah, Hannah, Jonathan and Samuel ranging in age from 27 to 14. Tom is an avid golfer.
Thomas Clark and Blue Ocean Partners, LLC receive commissions and fees as compensation for professional services provided to clients. Thomas Clark is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.