David Clarken

DAVID CLARKEN

I am humbled clients place their trust in me - it's a responsibility I take very seriously. Your success and financial well-being are my primary mission and I hope you'll become part of the FWI Family.

My interest in finance started as a kid when my Dad read Barron's to me while we shared donuts on Sunday mornings. My Mom inspired the courage to start this firm and instilled a sense of caring and the ability to connect with people on a deep, meaningful level. I dedicate this firm and everything (good) I do to my parents.

Service in the Marine Corps forged a character anchored in discipline, honor and commitment. It instilled an unrelenting will to succeed, which has contributed to my success at some of America’s largest financial institutions.

As your advisor, you’re part of my family. My discipline becomes your discipline. My knowledge becomes your knowledge. It’s my mission to help you realize your great life.

I love what I do and the clients I partner with! This isn’t a job for me—I'm living my dream!

Outside the office, I enjoy traveling, rock climbing, adventure racing, volleyball, cooking and testing my wife’s patience. 

Professional Credentials

Chartered Financial Analyst — CFA
Certified Financial Planner — CFP™
IRS Enrolled Agent — EA  
Bachelor’s degree in Accounting from SUNY Fredonia.

Professional Organizations