Sean Clark

Welcome

Sean Clark founded York Independents, Inc. in 2001 to help others access knowledge and strategies to help find more knowledge in their financial future. Originally trained as an engineer, Sean says the Sept. 11, 2001 attacks awakened a desire in him to find a way to more closely help the people in his community, and he changed his focus to financial services.

“It is imperative to have professional financial guidance while building your nest egg to help get you ‘to’ retirement, but it is even more imperative to have professional financial guidance once retired, to help get you ‘through’ retirement,” Sean says.

Sean is an Investment Adviser Representative of Royal Fund Management, having passed the Series 65 securities exam, and he is licensed in Pennsylvania and North Carolina for health (Medicare) and life insurance as well as annuities.

Sean is also a Master Registered Financial Consultant (MRFC) through the International Association of Registered Financial Consultants (IARFC). Those with the MRFC certification have demonstrated the required level of education and experience and have passed an assessment designed to measure competency in the field. Continuing professional education is also required each year. Sean’s commitment to continuing his education is rooted in his clients’ trust in him, and he intends to constantly seek out opportunities to better help him help his clients.

He earned his Bachelor of Science in mechanical engineering at Penn State University and his Master of Business Administration in entrepreneurship from American Public University. He has also completed graduate training in financial markets at Yale University and is currently pursuing a Ph.D. at the University of the Cumberlands. Sean is an adjunct Professor of Business at Southern New Hampshire University, Grand Canyon University, and the University of Arizona.

Sean is a resident of Wilmington, North Carolina, where he and his wife, Annette, are raising their three daughters, Virginia, Callie, and Savannah. Sean is a muscle car fan, is restoring a 1970 Pontiac Lemans Sport, and sponsors the NHRA Leverage Racing Team. In his free time, Sean and his family love to travel the United States in their RV.

Areas of Focus

Retirement Income Strategies

Wealth Management

Annuities

Investments

IRA/401(k) Rollovers

Asset Protection Strategies

Life Insurance

Medicare Supplement Insurance

Medicare Rx Plans

Interests & Community Participation

Sean is a United States Coast Guard Auxuliarist, volunteering his time in pursuit of keeping recreational boaters safe on the water and assisting active-duty USCG Service Members whenever possible.

Sean is also a published author, having penned "Bridge the Gap: Planning for a Confident Retirement," which is available on amazon.com in print and Kindle versions.  All of Sean's clients receive a complimentary copy of the book to serve as the "textbook" for the planning journey.

Education

Ph.D., Business, University of the Cumberlands, 2028

Master of Entrepreneurship, American Public University, 2018

Bachelor of Science, Mechanical Engineering Technology, Penn State University, 2000

Associations

IARFC: International Association of Registered Financial Consultants

Wilmington Chamber of Commerce

Financial Services Institute

Financial Planning Association

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure