Get to Know Brandon Clark, CPA
I am a Financial Advisor with Toler Financial Group. I enjoy helping clients use their wealth to build the life they’ve always dreamed of. I also enjoy coaching clients on their path to financial independence. I am particularly interested in the intersection of finance and psychology and believe that clients’ mindsets are a key piece of their financial plan. I run a Life, Executive and Business Coaching practice. Reexamine Wealth, in addition to my financial planning and investment management role with TFG.
Before making a full career shift to financial planning and coaching, I owned the accounting firm Balanced Financial Solutions (BFS) where my practice areas included individual Tax Planning and Preparation, Small Business Accounting, Tax and Advisory Services, and Financial Planning. I build BFS from a solo-practice into a firm with a team of 4 employees and multiple subcontractors. It was in this role that cemented my passion for financial planning and helping clients connect the various areas of their finances. I exited BFS through a successful acquisition.
Prior to BFS, I worked for a Big Four Multinational accounting firm, followed by smaller accounting firms. Other areas of my accounting experience include financial statement audit, financial reporting, and government accounting advisory services. Altogether, I spent over 13 years working as an accountant and advisor prior to my career shift into Financial Advisory.
Academic, Professional and Personal Highlights
Bachelor of Arts in Economics and Sociology/Anthropology from St. Mary’s College of Maryland, 2004.
Master’s in Business Administration from Howard University, 2008.
Certified Public Accountant (CPA) in Virginia, 2010.
I am a Washington, DC native, an Ashtanga and Rocket yogi, and a runner. I also enjoy travel, foreign language and cultures, and being in nature.