Clark Permann

Clark L. Permann is the founder and a Senior Wealth Advisor at Financial Management, Inc. (FMI Wealth), an independent fee-based financial planning and wealth management firm he established in 1997 and headquartered in Yakima, Washington. He has more than 28–30 years of experience advising clients of all ages and financial circumstances on pursuing their financial goals. He attended Brigham Young University, where he studied political science, economics, Spanish, and finance.

Permann holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, along with the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) credentials. His practice centers on comprehensive financial planning — asset allocation, retirement and estate planning, investment management, mutual funds, and long-term care — built around a stated philosophy of doing "what is right, for the right reasons at the right time" and creating clear, actionable roadmaps for clients.

In August 2020, FMI joined the Carson Partners network (part of Carson Group), a national wealth-management partnership; the firm reportedly managed more than $100 million in client assets at that time and operates offices in Yakima and Kennewick, WA. Permann's advisory activity is registered through CWM, LLC (Carson Wealth), and his record is publicly viewable via SEC/FINRA (CRD/Individual #2182278).

Beyond his practice, Permann is a member of the Downtown Yakima Rotary Club and the Tri-Cities Estate Planning Council, and is affiliated with the Financial Planning Association. He is married (to Tanya) with four children, and enjoys motorsports, skiing, and golf in the Pacific Northwest.

• Operates as a fiduciary, fee-based wealth advisor — his "investing" is managing diversified client portfolios (stocks, bonds, mutual funds, asset allocation), not deploying capital into startups.
• Emphasizes comprehensive, goals-based financial planning: retirement income, estate planning, investment management, and long-term care for individuals and families.
• Stated personal philosophy: doing "what is right, for the right reasons at the right time," with a focus on building a clear roadmap and concrete action steps for each client.
• Serves a clientele with roughly $250,000+ in investable assets (per third-party directory data), typical of an RIA wealth-management practice.
• No publicly documented thesis around seed-stage, angel, or venture investing.