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Mark Clopton

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Background & Family Life

Beyond his professional pursuits, Mark’s heart lies within his family. Alongside his wife, Marian, he celebrated their 20th wedding anniversary in 2023, a testament to their enduring love and partnership. Together, they raise their two beloved children, Rex and Faye, nurturing their curiosity and instilling in them the values of community involvement and compassionate living.

A firm believer in “blooming where they are planted,” Mark and Marian are dedicated volunteers within their community. An avid supporter of the arts, he is a long-time volunteer for the Oklahoma City Arts Festival, contributing to the cultural enrichment of his hometown. His passion for community development led him to be a proud alumnus of Leadership OKC’s LOYAL Class 1, where he honed his leadership skills and solidified his commitment to serving others.

Mark and his family find joy in exploring their hometown, from neighborhood playgrounds to the Oklahoma City Zoo, Science Museum, and Museum of Art. Free time is spent enjoying outdoors as much as possible and exploring the world near and far. They share a belief that life’s true beauty is best experienced through shared adventures and a deep appreciation for the world around them.

“For Mark, being a Retirement Planner is not just about financial planning; it’s about being a steadfast advocate and a trusted resource. With a heart full of compassion and a mind dedicated to positive change, Mark stands as a reminder that even in a complex world, sincerity and genuine care can make all the difference.”

– Ken Moraif

Business Philosophy

Gandhi’s iconic words, “You must be the change you want to see in the world,” resonate deeply with Mark’s philosophy. Guided by this principle, he joined RPOA, valuing the firm’s mission to better retiree’s lives by equipping them with financial plans designed to enable them to embrace their retirement years to the fullest.

Mark’s goal is that his clients not only feel financially secure but also free from the worries that often come with market fluctuations and financial uncertainties. He believes in the transformational power of relevant and meaningful guidance, helping his clients navigate the complexities of retirement with grace.

Education

Chartered Retirement Planning Counselor™

University of Oklahoma – Bachelor of Business Administration – 2000

Casady School – 1996

Prior Business Experience

Financial Advisor, Retirement Planners of America, 2014 – Present

Financial Advisor, Morgan Stanley Global Wealth Management, 2003-2014

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Retirement Planners of America is not an accounting firm or a law firm. The receipt of personalized and tailored services, or access to financial or professional resources should not be construed as a guarantee of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a client’s financial affairs. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, access to financial or professional resources, or the experience or expertise of an adviser should not be construed as a guarantee of a particular outcome. Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information relating your online activities over time and across different websites and other online services. 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