John’s Approach
John C. Clarke
CFP®
Financial Advisor / Member Owner
Overview
John Clarke serves as a financial advisor in Savant’s Middleton, Wisconsin, office as part of the University Wealth Management team.
As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in all areas of financial planning, including university retirement plans, wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, and education funding.
John has been involved in the financial services industry since 2009. Before joining Savant, he worked as a regional director in asset management, where he built and managed relationships with financial advisors and institutions. He earned a bachelor’s degree in business administration with a concentration in finance from the University of Wisconsin-Milwaukee.
John lives in Black Earth, Wisconsin, with his wife, Ashley, and their daughters, Nora and Ellie. When John isn’t working, he enjoys coaching soccer, hiking, running on the Ice Age Trail, family trips, and playing recreational basketball alongside a few of his Savant teammates for the “Wise Owls.”
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- University of Wisconsin-Milwaukee
Bachelor of Arts in Business Administration with a concentration in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
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SearchDisclosures
CFP®
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.