CFP®
Financial Advisor / Member Owner
Our depth of knowledge within university benefit plans, coupled with our team approach, really sets us apart from other advisory teams. It’s often the adjustments we can make from a planning standpoint today that can have a long-lasting impact for the families we serve.
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.”
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.