WHO WE ARE
DAN CLARK, AIF, QPFC
Dan Clark is a consultant specializing in corporate retirement and cash balance pension plans. As an Accredited Investment Fiduciary (AIF®), he provides expert guidance to business owners, allowing them to focus on what they do best. Since Financial Life Advisors is a fee-only firm, he can provide fiduciary services and guide employers through a proven fiduciary process to create a retirement plan that meets the needs of the business owner and their employees while also fully complying with ERISA rules enforced by the Department of Labor.
Areas Of Service
- 401(k) Plan Design
- Fiduciary Governance
- 3(38) Fiduciary Investment Management
- Participant Education
- Fee Benchmarking
Business Related Activities
An active volunteer in the San Antonio community, Dan is a former board member of Hydro Angels over Texas, the San Antonio River Foundation and along with his wife Janell fosters stray and critical care kittens through Animal Rescue Connections.
Dan and his wife Janell have been married since 2003. Together they enjoy volunteering and the outdoors. In his free time, Dan likes traveling, sailing, reading and restoring classic cars.
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