Advisors at this firm
Brandon C
CFP®, Series 66
Dana Point, CA
The Clark Group Asset Management
Brandon Clark is a CERTIFIED FINANCIAL PLANNER™ with seven years of industry experience, currently serving as an advisor at The Clark Group Asset Management since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, and William Morris Endeavor. Outside of finance, he works part-time as a tennis instructor at the Beverly Hills Tennis Center. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning. The firm’s investment approach combines fundamental and technical research to construct tailored portfolios across various asset classes and employs strategies such as shorting and options, with regular monitoring and rebalancing to align with client risk tolerances.
Raymond C
CFP®, Series 63, Series 65
Dana Point, CA
The Clark Group Asset Management
Raymond Clark is a CFP® professional at The Clark Group Asset Management with 24 years of industry experience. He has been with the firm since 2005, serving as its president. The Clark Group Asset Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a documented financial analysis process to tailor portfolios across various asset classes, utilizing both fundamental and technical research, and incorporates strategies such as shorting and option use.
Eric C
Series 63, Series 65
Dana Point, CA
The Clark Group Asset Management
Eric Cedergreen is a financial advisor at The Clark Group Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Clark Group since 2005. The Clark Group Asset Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and other business entities, providing discretionary and non-discretionary portfolio management alongside financial planning and analyses. The firm employs a documented financial analysis to tailor portfolios across various asset classes, incorporating fundamental and technical research and strategies such as shorting and options, with ongoing monitoring and rebalancing to match client risk tolerances.
