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Pivotal Financial Services, Inc.
445 Broadhollow Road
Suite 25
Melville, NY 11747
Phone: (631) 486-8128
Fax: (631) 486-8127
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Household Income Minimum: $0 Investable Asset Minimum: $25,000
Clarke D. Hedrick, CFP® – Clarke was born in Queens, NY, and grew up in Mountainside, NJ. He attended Jonathan Dayton Regional High School, Springfield, NJ and is a graduate of Pace University in Pleasantville, NY. As a young suburban child, growing up during the 1970’s, he quickly found out the value of a dollar by preparing financial & portfolio reports for his grandmothers stock positions. He would spend one weekend a month compiling data retrieved from Barrons Magazines (all before computers) and reporting on legal ledger paper! So from an early age, he realized his passion for numbers. Having graduated college during a recession, the New York job market was very difficult and his first job out of college was with Lanier Copiers, in NYC, a highly competitive market place. Clarke quickly settled in and earned the "Top Gun" sales award for best new recruit nationally. He soon realized that this was not his passion and he decided to enter the financial services industry, landing a position as a sales associate for Innovative Professional Services based in Ronkonkoma, NY. Here Clarke specialized in providing group health and pension benefits to small and mid size companies. Then in 1993, feeling the entrepreneurial spirit, Clarke founded Financial Networking, Inc, a full service life & health insurance general agency and financial planning firm. In 1996, he founded Corner Stone Investment Advisors, a Registered Investment Advisor firm to manage the assets and investment needs of his clients. In order to service his clients better, he decided to enter the Certified Financial Planning™ program at Long Island University. Clarke earned the very prestigious CFP® designation, which means he has met the rigorous certification requirements, including initial and continuing comprehensive education, an examination and work experience. He also has agreed to adhere to a strict code of ethics and practice standards. Only professionals authorized by the Certified Financial Planning Board, based in Washington DC, can use CFP® and Certified Financial Planner™ trademarks. But true to Clarke’s passion, he felt he needed to focus on unbiased independent financial planning and after 14 years with Financial Networking, Inc, he decided to leave to pursue that dream. In February 2007, he founded Pivotal Financial Services, Inc. a registered investment advisory firm that specializes in fee-base financial planning, where he is currently the CEO. Clarke lives in Suffolk County, NY with his wife, Joy and two daughters. He is an active member in the FPA-Financial Planning Association and involved in the St. Baldrick’s Foundation to raise money for children’s cancer research.
1985-1989 - Pace University - Graduated with BBA1989-1990 - Sales Associate for Lanier Copiers - NYC1990-1993 - Sales Associate for Innovative Professional Services, Inc1993-2007 - Managing Partner - Financial Networking Inc1993-2007 - Vice President - Corner Stone Investment Advisors 2004 - Became a Certified Financial Planner - CFP®2007- Present - President of Pivotal Financial Services, Inc.
Considerations: Insurance Products are Commission Based, Investment Management is Fee Based
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