Michael W Clark, CPA, PFS

Mike began his career with Ernst & Young in 1988. He joined Cassady Schiller as a tax manager in 1994 where his primary focus was working with high net worth individuals and entrepreneurs. He expanded his knowledge in these areas to include financial planning and became a licensed investment advisor in 1999. In 2005, Mike was designated a PFS, Personal Financial Specialist, by the AICPA. The PFS credential is awarded to CPAs that have attained specific experience, education and exam requirements that sets them apart from other CPAs and financial planners. Mike was named by Cincinnati magazine as one of the best wealth managers in the city as judged by client satisfaction ratings for 2009, 2010 and 2011.*

Mike is now Partner in Charge of the firm’s wealth management practice, CSA Financial Advisors, Ltd. CSA Financial Advisors, Ltd, provides comprehensive financial, investment, and wealth management planning to families, executives, and business owners.

*This rating should not be construed as an endorsement of Mike and CSA Financial by any client nor is the rating representative of any one client’s evaluation.