The origins of P3 Financial Group extend back for more than a decade. Reginald D. Clark, CFP® was steered to this industry by one of his college professors through an internship in 1996. He found fulfillment in assisting clients in making financial decisions. Later, he discovered his real passion lie not only in assisting clients, but also in educating them. He later developed one of his core beliefs that one can only solve financial problems by increasing financial intelligence. At P3, we are not looking for clients who want to be told what to do. We are looking for clients who want to be taught what to do. See the Process.

We strongly encourage our clients to take an active role in their successes. The financial security of you and your loved ones is far too important to leave to chance. You should have a clear understanding of the potential outcome of each financial decision you make. Our team’s goal is to arm you with the tools necessary to make confident and sound financial decisions.