Areas of Focus
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Brandon Clark, CFP®, CPWA®
Hi, I'm Brandon Clark. I help engineers, executives, and small business owners achieve financial independence so they can spend time on what really matters most to them. In other words, I help these individuals implement a plan to maximize investments, reduce taxes, create a legacy plan, and generate an income roadmap for retirement.
Our goal is to help you avoid fear and worry about your investments and retirement plan. Once you enter retirement, let’s keep you retired throughout all the good AND bad periods in the economy!
Ever since I was a child, there are two characteristics that make me feel truly fulfilled: helping add value to others while making them smile, and the concept of investing to create financial freedom. I find a deep passion for building strong relationships and take pride in my ability to help my clients achieve their life goals through financial & investment planning.
Our team's objective is to act as your personal CFO and trusted fiduciary advisor in your financial life.
My firm, The Clark Group Asset Management, is a Registered Investment Advisory (RIA) based in Dana Point, CA, but with clients nationwide. Since 1988, our firm has worked primarily with senior executives and professionals primarily in the aerospace & defense industry.
If you are tired of cookie cutter solutions to your portfolio and financial plan, please visit our website and schedule a complimentary call.
Get to Know Brandon Clark
I graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. I currently live in Orange County with my wife, Zailey.
I enjoy giving time back to the community in Dana Point, where I serve on the Board of Directors as the Treasurer for the Dana Point Chamber of Commerce, as well as serving on the finance committee. In my free time, I enjoy playing tennis, reading books, going to concerts, and volunteering at a non-profit in Orange County called KidWorks. Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
Primary Location
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you. Offers Investment Management
Yes
About The Clark Group Asset Management
The Clark Group’s mission is to build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets through life’s transitions. Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness and transparency.
Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotion that often comes with investing. We are here to guide you through both good and bad economic times.
As a fiduciary financial advisor, we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-only which allows us to be completely objective and aligns our incentives with our client’s best interests.
We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies. Education
UC San Diego, Bachelor's Degree, Communication and Media Studies, Minor in Business
Hobbies and Interests
- Family
- Music
- Reading
- Tennis
- Volunteering
Who We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Engineers
- Gen X
- Intergenerational Families
- Living in Retirement