Clark Pantel, a committed financial advisor with over 10 years of experience at Edward Jones, serves the New Braunfels area from his office, located at 1067 FM 306, Suite 101. He offers personalized financial guidance with a focus on retirement income strategies, intergenerational planning, and estate and legacy strategies.
A personalized, in-depth approach
Clark’s approach to financial advising begins with an in-depth assessment of the client’s current financial situation, where he works to understand both their short-term and long-term objectives.
“It’s about seeing the big picture. Financial planning isn’t just about where you are now; it’s about where you want to be down the road, and making sure we’re helping you get there,” Clark said.
One of the hallmarks of Clark’s process is the way he tailors his services to meet the specific needs and lifestyle of each individual client. He understands that one size does not fit all, and his strategy is designed to evolve alongside his clients, adjusting plans and advice based on their unique goals, challenges and life circumstances.
This individualized approach is particularly significant in long-term planning. Clark believes that long-term goals should help dictate short-term decisions. He also emphasizes that financial planning is not just about managing money, but also about managing life goals.
“Your financial plan is an extension of your life’s goals. That’s why our services are so personalized—we’re helping people achieve what truly matters to them,” Clark said.
Building trust with clients is an essential aspect of Clark’s work, particularly since financial planning can be a vulnerable experience.
“You can’t rush trust, and it’s important that clients feel comfortable asking questions and expressing any concerns they have,” Clark said. “Having open communication is key in making sure clients feel confident in their financial decisions.”
Common misconceptions
One of the most common mistakes Clark sees is clients setting unrealistic goals.
“It’s easy to get caught up in ambitious dreams, but it’s important to set achievable, realistic goals,” Clark said. “Be honest with your advisor, and don’t be afraid to ask questions—no question is too small or insignificant.”
Clark’s ultimate goal is to empower clients to take control of their financial future. He emphasizes the importance of intentionality in financial planning.
“It’s about more than just numbers—it’s about making decisions that align with your values,” he said. “Every decision, whether it’s for retirement or education, should be made thoughtfully and intentionally.”
Ongoing education and engagement
To further his expertise, Clark dedicates time to continuing his education by earning additional certifications. He is certified as a Certified Financial Planner and an Accredited Asset Management Specialist, ensuring he stays updated with the latest industry trends and best practices.
He also values giving back to his community, including volunteering at the New Braunfels Food Bank.
Learn more
To learn more about the services offered at Edward Jones or to contact financial advisor Clark Pantel, call 830-626-3004 or visit the Edward Jones website.
The above story was produced by Multi Platform Journalist Chloe Chapel with Community Impact's Storytelling team with information solely provided by the local business as part of their "sponsored content" purchase through our advertising team.
