Clark S. Bellin
As one of fewer than 7800 consultants to hold the Certified Investment Management Analyst (CIMA®) designation, administered by the Investment Management Consultant Association and taught in conjunction with the Wharton School of Business, Clark undergoes rigorous ongoing education for re-certification every two years. He also is a Certified Investment Management Consultant (CIMC) with training provided by George Washington University, and a Certified Private Wealth Advisor (CPWA®) taught in conjunction with the University of Chicago Booth School of Business. The CPWA designation is one of the premier credentials for professionals who work with high net worth clients. Clark is a registered representative with Kestra Investment Services, LLC an Investment Advisor Representative with Kestra Advisory Services, LLC.
After earning the designation of Certified Exit Planning Advisor (CEPA) from The Exit Planning Institute (EPI), the most widely accepted and endorsed program of its kind, Clark joined NAVIX Consultants, a team of experienced and highly trained Exit Planning professionals. NAVIX Consultants take a hands-on approach to help business owners chart and follow a course that builds business value and achieve exit success on their terms.
Clark’s insight is regularly requested for both print and broadcast media throughout Nebraska and the nation. He has appeared in national publications while also serving as the local financial spokesperson for the ABC affiliate in Omaha.
He has been honored in Omaha’s 40 Under 40 and is board chairman of the Community Services Fund of Nebraska.
- Nebraska Wesleyan University, BS in Business
- National Association of Insurance and Financial Professionals
- Investment Management Consultants Association
- Building Portfolios
- Tax-effective Investing
- Retirement Planning
- Estate Planning