Kate Clark, CFP®, AIF, is the Managing Partner at Cypress Capital. She has served in the financial industry since 2007, and worked with Barnes Capital Group, AMB, and First Franklin Financial, prior to forming her own firm.
Aside from her Accredited Investment Fiduciary® (AIF®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications, Kate also holds her Series 7 securities license held through LPL Financial and Series 66 securities license held through both Cypress Capital and LPL, and insurance licenses for Variable Life, Variable Annuities, Fixed Life, Fixed Annuities, Health and Disability Insurance.
She holds a Bachelor of Science from the University of Florida and a Certificate of Financial Planning from Florida State University.
In 2008 and 2009 she was a guest lecturer for the Retirement Planning Today Series, taught at Florida State University as part of the Financial Educators Network.
She is responsible for meeting with clients and implementing plans, and says helping people succeed is her single greatest professional joy.
Kate resides with her husband and their two rescued dachshunds on their family farm, where together they raise cattle. She loves everything outdoors including hiking, horseback riding, fishing, kayaking, and skiing, and also enjoys writing and photography.
Passionate about being a part of something bigger than herself, Kate has volunteered her time as a Board Member for Gadsden Arts Center and Museum. She is also a Past President of Business Networking International (BNI) – Capitol Action, member of the Tallahassee Chamber of Commerce and Access Tallahassee and a Leadership Tallahassee Class 33 Graduate.