Kyle Clark-Relationship manager at Genovese Burford & Brothers in Sacramento, CA

Kyle D. Clark *

Client Relationship Manager

916-924-7527
Email Kyle

My Philosophy

Most people desire to have a stress-free financial life. This isn’t achieved overnight. You have to set goals and milestones to measure your financial progress. Keep them simple. With clear cut goals and milestones to aim for and ultimately achieve, you will feel empowered and relaxed. I want to help you get there.

My Specialties

  • Financial statement analysis
  • Analyzing financial projections
  • Commercial lending
  • Portfolio management

My Interests

  • Golfing
  • Fishing
  • Soccer
  • Snowboarding
  • Spending time with my wife and son

My Qualifications

  • Currently pursuing Series 7 licensing, General Securities Representative
  • Currently pursuing Series 66 licensing, Uniform Combined State Law
  • Graduate Commercial Lending School (2012)
  • Commercial Lending School (2006)
  • B.S., Business Administration, University of the Pacific (2005)

My Experience

  • 2015 – (Present) Client Relationship Manager
  • 2005 – 2015 Commercial/Business Banking Relationship Manager

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here