Clark Bellin, CIMA®, CPWA®

Clark Bellin, CIMA®, CPWA®

Vice President of Investments

Phone: (402) 398-1103
Fax: (402) 398-1106
E-mail:

Clark is a financial services professional with a proven track record of helping clients implement wealth-management strategies that reflect their goals, values and objectives. He serves his clients’ business and personal financial goals with specialized experience in building portfolios, tax-effective investments, retirement planning and estate planning.

Clark holds the Certified Investment Management Analyst (CIMA®) designation, administered by the Investment Management Consultant Association and taught in conjunction with the Wharton School of Business at the University of Pennsylvania. He also is a Certified Investment Management Consultant (CIMC®) with training provided by George Washington University in Washington, D.C. The CIMA® designation is considered by many in the industry to be one of the highest levels of credibility, integrity and knowledge of investment portfolio management. Fewer than 3,000 consultants in the U.S. and Canada have attained this designation, which requires rigorous ongoing education for re-certification every two years. In addition, he is a Certified Private Wealth Advisor (CPWA®) taught in conjunction with the University of Chicago Booth School of Business. The CPWA® designation is considered by many to be one of the premier credentials for professionals who work with high net worth clients. Clark is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

Bellin is an often quoted source for financial information.  His knowledge is regularly requested for both print and broadcast media throughout Nebraska and the nation. He has appeared in national publications such as SmartMoney and Investment News, while also serving as the local financial spokesperson for the ABC affiliate in Omaha.

Clark is a member of the National Association of Insurance and Financial Professionals and the Investment Management Consultants Association. Clark and is currently a Board Member of Nebraska Appleseed.
 

Education
• Nebraska Wesleyan University, BS in Business

Associations
• National Association of Insurance and Financial Professionals
• Investment Management Consultants Association

Specialized Expertise
• Building Portfolios
• Tax-effective Investing
• Retirement Planning
• Estate Planning