Charles B. Clark, MSFP

Advisor Relationship Manager

OFFICE: Memphis
5100 Poplar Ave, Suite 2300
Memphis, TN 38137
(901) 746-6338

Direct: (901) 746-6338

Charles grew up in central Mississippi, before relocating to Memphis, Tennessee in late 2014. He attended The University of Mississippi where he earned a BBA degree. Charles also attended The University of Georgia where he earned his Master’s in Financial Planning (MSFP). He and his wife Katy have three children - Ben, Cheney, and Eli.

He began his financial services career as an advisor with a firm in Jackson, Mississippi where he served as a manager. Charles joined Capital Planning Group as a Financial Advisor in 2015, and later formed a partnership with Chas, Joel, and Andy in 2022 and rebranded as Independent Planning Group, a sister firm of CPG. He enjoys skiing, golfing, and spending time with his family outdoors.

Tax Minimization Strategies
Executive compensation packages
Investment management
Qualified retirement plans
Retirement income strategies
Personal protection strategies
Education Funding
Estate Planning

BBA, University of Mississippi
MSFP, University of Georgia
Registered as an IAR (Investment Advisor Representative)
Securities Registrations: 6, 7, 24, 63, 65

Member of Harvest Church in Germantown, TN
"Home Group" leader at Harvest Church
Board member of Leadership Empowerment Center, an inner city youth ministry in Frayser, TN

Licenses  /  Customer Relationship Summary