Eric has been helping families and individuals achieve their financial goals for over 25 years. He started his career in the securities industry in 1992, and spent one year at Bank of America Capital Management. In 1993, he began working at Alex Brown & Sons in Downtown Los Angeles, where he joined The Clark Group. At the end of 2005, he co-founded The Clark Group Asset Management where he is the President and Chief Compliance Officer. He takes great passion managing portfolios for his clients and believes that hard work and focus is what has helped with his success.
Before starting his career, Eric achieved a degree in Economics at UCLA and was on the NCAA swim team. He is a California native, and resides in Carlsbad with his wife, Lori, and their two children, Ryder and Ivy. Eric is a fitness enthusiast and enjoys swimming and coaching his son’s football team in his free time.
The Clark Group Asset Management is a registered investment advisory firm located in the heart of Southern California. As professional fiduciaries, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms.
GET IN TOUCH
24941 Dana Point Harbor Drive
Dana Point, CA 92629
The Clark Group’s 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 emotion that often comes with investing. We are here to guide you through both good and bad economic times.
As a fiduciary financial advisor, 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. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.