Kristi Clark, in Boca Raton FL

Kristi Clark

Associate

MSFS, ChFC®, CLU®, CAP®, FIC

Part of the Capital Advisory Group practice

150 E Palmetto Park Rd Ste 800
Boca Raton, FL 33432

Higher Education Planning

Women's Markets

Tax Efficient Planning

Young Families

Retirement Planning

Business Owners

About Kristi Clark

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

My qualifications

Master of Science Financial Services
Chartered Financial Consultant®
Chartered Life Underwriter®
Chartered Advisor in Philanthropy®
Fraternal Insurance Counselor
Series 7 - General Securities Representative

My state licenses

California(Insurance Lic. #0F96013)
Florida
Georgia
Illinois
Indiana
Ohio

Insights

View all

How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home. Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.

Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️

Office location

Boca Raton Location

150 E Palmetto Park Rd Ste 800
Boca Raton, FL 33432

Phone561-465-7477Fax561-465-7501Hours

M – F: 9 a.m. – 4 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations