Clark Blackman

Areas of Expertise: investment advisory services, estate planning, retirement

Website: www.AlphaWealthStrategies.com

Books:  Contributing author, "Building a $1,000,000 Nest Egg," (Aspator Press 2002); contributing author, "Tips From the Top: Targeted Advice from America’s Top Money Minds," (2003); technical editor, "The New Fiduciary Standard" by Tim Hatton, (Bloomberg Press, May 2005)

Topics Presented in Speeches: investment basics and strategy, basic and advanced estate planning and income tax planning, investment fiduciary topics, prudent investment practices, and professional standards in financial planning

Email: Clark@AlphaWealthStrategies.com

Biography:

Clark Blackman is founder of Alpha Wealth Strategies LLC and is its majority owner and managing member. Alpha Wealth Strategies is an independent, fee-only registered investment advisory planning firm, located in Houston, Texas. 

Blackman is former chairman of the executive committee for the personal financial planning division of the American Association of CPAs (AICPA) and remains active as a member of the PFP Advisory Council Task Force. In 2013 he was the recipient of the division's 2012 Distinguished Service to the Profession award. Blackman currently serves on the AICPA Advanced Personal Financial Planning Conference Committee. He has been a long-time technical editor for the Journal of Accountancy (JofA) and is on the JofA “Subject Matter Panel” of experts. He led the AICPA task force responsible for technical editing of the “Prudent Practices for Investment Advisors” and “Prudent Practices for Investment Stewards” handbooks.

Blackman served with the Houston CPA Society for 16 years. He is serving his 19th year as a member of the Greater Houston Community Foundation’s investment committee. Blackman helped found The Committee for the Fiduciary Standard, is on the Best Practices Board of the Institute for the Fiduciary Standard, and was directly involved with the creation of the Institute's recently released best practices. He has served as an officer and director on the board of the CFA Society of Houston. Blackman was the inaugural chair of the Advocacy Task Force for the CFA Societies of Texas and remains active as a member. 

He is an acknowledged thought leader in the financial planning and investment advisory community and has had the honor to receive such recognitions as: AICPA's Distinguished Service to the Profession award in 2012;" Accounting Today's Top 100 Most Influential People in 2011; AICPA's Business & Industry "Hall of Fame" award in 2005; Houston CPA Society's Distinguished Service Award in 2004; RobbReport/Worth magazine's The Nation's 100 Most Exclusive Wealth Advisors" in 2004; and Worth magazine's biannual list of Best Financial Advisors in America for the 10 years of its publication, from 1996 through 2004.