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KYLE CLARK, CFP® Thumbnail


916-269-0810 | 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

  • Employer sponsored retirement plans
  • 401k
  • Financial statement analysis
  • Commercial lending
  • Portfolio management

My Interests

  • Golfing
  • Fishing
  • Soccer
  • Skiing
  • Spending time with my wife and kids

My Qualifications

  • Series 7 licensing, General Securities Representative
  • 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

  • 2019 - (Present) Financial Advisor
  • 2015 – 2019 Client Relationship Manager
  • 2005 – 2015 Commercial/Business Banking Relationship Manager
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