Associate Wealth Advisor
Matt Clark, CFP®, AAMS®
Armed with an analytical mind and a strong interest in financial markets, Matt Clark found himself early in his career being drawn to the idea of joining a firm that applied the fiduciary standard. Having achieved that, he now gets great reward in helping clients reach their financial goals through custom, evidence-backed solutions. And by always acting in the best interest of clients, Matt knows he is helping build relationships based on trust.
Among his duties as an associate wealth advisor, Matt works with advisory teams to create and deliver customized wealth solutions to clients that include tax-efficient strategies, estate planning considerations and insurance evaluation. He greatly enjoys meeting with clients to ensure that we are continuing to provide all the necessary solutions as life evolves.
Matt has worked in the financial industry since 2011, first with Edward Jones and then with Schwab. He holds the CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management SpecialistSM designations, the Series 65 securities license and previously passed the Series 7 and 66 securities exams. He earned a bachelor’s degree in business administration from the University of Missouri.
Matt resides in the San Francisco Bay Area, where he enjoys hiking, playing golf and the pleasant climate.