CBG Financial Planning

In Memoriam

Our Services

Jim Clark

Principal - CPA,CFP®

Jim Clark, one of the founding partners of CBG & Company, Inc, passed away on August 19, 2023 at the age of 63. Jim was a CPA and CFP® who had risen to the top of his field. Jim had the honor of being a frequent speaker and guest at many dental conferences, study clubs, and forums throughout his career. Jim was a beloved friend and colleague and provided invaluable counsel to many that relied on his professional and personal advice. His success was rooted in who he was as a man and how he treated everyone like family. He will be missed unconditionally.