Brandon M. Clark, CFP®

Investment Advisor/ Head of Business Development

Brandon is an Investment Advisor and is the Head of Business Development at The Clark Group. He is responsible with giving financial advice and helping with the daily functions of the office. He takes pride in delivering excellent service and communicating with clients on how to accomplish their financial goals.

Brandon began his career in 2017 and spent the first year and a half out of college at William Morris Endeavor, one the world's largest talent agencies, and was in the Motion Picture Talent Department. After spending time in entertainment, he decided to make the jump to the securities industry and joined the Merrill Lynch trainee program in 2018. He obtained his Series 7 and Series 66 licenses while in the trainee program and gained pivotal experience dealing with clients.

While at The Clark Group, Brandon has helped individuals and families with creating personalized financial plans, and recently became a CERTIFIED FINANCIAL PLANNER . Brandon finds a deep passion in helping his clients make the right investment and financial decisions for their own unique situation. 

Brandon graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. Brandon currently lives in Newport Beach on the Peninsula with his fiance, Zailey, and is a few steps away from the beach. In his free time, he enjoys playing tennis, reading books, going to concerts, and volunteering at a non-profit in Orange County. 

 

Investment Updates

Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901
theclarkgroup@clarkgroupam.com

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