The Clark Group Asset Management is located in the heart of Southern California and was founded by Raymond Clark, a CERTIFIED FINANCIAL PLANNERTM (CFP®), and Eric Cedergreen. Ray, Eric, and Brandon have over 70 years of combined investment experience helping individuals, charitable organizations, and businesses achieve their investment and retirement goals. Our clients come from many different backgrounds, but primarily senior executives and professionals from the aerospace, defense, and biotechnology industries.
As a Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission, The Clark Group has a fiduciary duty to our clients. That means we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-based, which allows us to be completely objective and aligns our incentives with our client’s best interests.
Our mission is to build long-lasting relationships with our clients and help them organize, grow, and protect their hard-earned assets through life’s transitions. Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness, and transparency. Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotional impact that often comes with investing. We are here to guide you through both good and bad economic times.
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24941 Dana Point Harbor Drive
Dana Point, CA 92629