Blumark’s James Clark is Appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit)


I was happy to accept the invitation to join the ROCKit Board because the organization’s mission is so closely aligned with my personal philosophy and the Blumark community service philosophy …

Blumark, a leading boutique financial service and tax advisory firm, announced that Blumark Partner James Clark CFP®, ChFC®, MBA; has been appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit), of Rochester, Michigan.

“I was happy to accept the invitation to join the ROCKit Board because the organization’s mission is so closely aligned with my personal philosophy and the Blumark community service philosophy,” Clark said. “In my life, I work to achieve a balance between career, social activities and family. As a father of young children, I naturally gravitate toward organizations that serve children because it allows me to combine important aspects of my life.”

Clark explained that the organization is dedicated to creating a safer and helpful world for local children in need. He noted particularly its focus on literacy and well-being.

“ROCKit believes that every child should have a access to books,” he said. “In support of that, they collect new and gently used books to distribute to underprivileged children, so that they have age-appropriate reading material to help them develop the language skills needed for school readiness and for success in life – including achieving financial acumen as adults.

“The well-being of children is important too,” he added. “Children live and learn better when they’re properly clothed, so another part of the ROCKit mission is to provide free gently used clothing to children who need it.”

“We want to welcome James Clark to the Rochester Outreach and Charity for Kids Board as our Treasurer,” said James Blundo – Board President. “James has been instrumental in helping to organize and expand our existing programs as well as plan for future endeavors. His financial expertise adds to the diverse background of our Board members. We couldn’t be more excited to see what the future brings.”

The ROCKit mission and values also align with the Blumark philosophy of community service. Blumark does business by combining traditional values and innovative financial solutions. That dedication to traditional values extends to the communities where Blumark does business through support of local charities through annual Holiday Fundraiser campaigns. Blumark has assisted Giving Tree, Care House of Oakland County and the Live Like Max Foundation. To learn more about the charitable work that Blumark has done, visit: http://blumarkadvisors.com/charity/

Clark also serves on the Boards of three other area charities. He earned a Master’s in Business Administration from the DeVos Graduate School of Management at Northwood University, and a BA in Finance from Oakland University. To expand his Wealth Management acumen, he also has earned designation as both a Certified Financial Planner (CFP®) and a Chartered Financial Consultant® (ChFC®).

To learn more about ROCKit, go to: http://rockitrochester.org/

About Blumark

Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085. 248.289.1647. http://www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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