Kate Clark is the Founder and Managing Partner of Cypress Capital, an independent wealth management firm serving clients across personal, business and institutional needs. With nearly two decades in financial services, she and her team bring a steady, big-picture approach to advising, helping clients connect every part of their financial life into one clear plan built on fiduciary care and long-term thinking.
Kate started her career in 2007 with First Franklin Financial, later moving to AMB Wealth and Barnes Capital Group before founding Cypress Capital in 2018. She built the firm around a simple standard: disciplined planning, candor-driven guidance and relationships that hold up over time. In 2024, InvestmentNews named her a Rising Star for her contributions to the profession.
Alongside her advisory work, Kate teaches Retirement Planning and Insurance Planning at Florida State University as part of the Certificate in Financial Planning Program. Her approach to teaching is practical, helping future CFP® candidates bridge the gap between technical knowledge and real client work.
She holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations, along with the securities registrations and insurance licenses her practice requires. Kate earned her Bachelor of Science from the University of Florida and later completed her Certificate in Financial Planning at Florida State University.
Her commitment to the profession extends beyond her own practice. Kate currently serves on the LPL Research Advisor Council and previously served on the LPL Financial Ambassador Council, representing more than 32,000 advisors nationwide. She's also contributed to her community through board service with the Community Foundation of North Florida and the Gadsden Arts Center & Museum, and remains active with the Tallahassee Chamber of Commerce as a graduate of Leadership Tallahassee Class 33.
Outside of work, Kate and her husband live on their family cattle farm in North Florida with their two rescued dachshunds. An avid outdoor enthusiast, she enjoys a variety of activities including hiking, fishing, and hunting.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Investment News’ Rising Stars nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise. 2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024 to October 2024. Over 600 advisors were considered, 85 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Starting in July 2024, InvestmentNews invited financial advice and wealth-management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth-management with a clear passion for the industry. Nominees were asked about their current role, key achievements and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also considered. The Rising Stars were determined by an independent panel of industry leaders. The receipt of this award had no associated compensation and was solely based on the metrics described. |