Redwood Money

Jeffrey Clark is a CFP® with eight years of experience in financial advising, currently with Redwood Money, LLC since 2021. He previously worked at BrightPlan LLC for five years and has experience in property management through ETL Property Management. Outside of his advisory role, he has been involved in real estate investments that occasionally require active management. Redwood Money, LLC manages approximately $60 million in discretionary assets for around 100 clients, including individuals, charitable organizations, and businesses. The firm follows a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index ETFs and mutual funds within goal-based asset allocation frameworks, and offers financial planning along with educational seminars.

Chengkuo Chen is a financial advisor at Redwood Money with a Series 65 designation and no prior industry experience. Before joining Redwood Money, he worked at Oracle, Inc. for 17 years and held roles at the Union School District and Crowdstaffing supporting Google, Inc. He took a sabbatical from 2023 to 2024. Redwood Money, LLC is a state-registered advisory firm managing approximately $60 million in discretionary assets for about 100 clients, including individuals, charitable organizations, and businesses. The firm offers investment management and financial planning services, focusing on a primarily passive investment approach using low-cost index ETFs and mutual funds within goal-based asset allocation frameworks.