Brandon M. Clark CFP®, CPWA®
Brandon Clark, CFP®, CPWA®, is the Director of Financial Planning at The Clark Group Asset Management, where he works closely with executives, engineers, and business owners on comprehensive wealth management and retirement planning strategies. Brandon is passionate about helping pre-retiree and retiree clients simplify complex financial decisions and gain clarity around their financial future. He works closely with families to create long-term plans designed to help them retire with confidence and preserve wealth for future generations.
Brandon focuses on comprehensive financial planning, including retirement income planning, tax-efficient investment strategies, Roth conversion planning, estate and inheritance planning, concentrated stock strategies, and asset protection planning. Through The Clark Group’s planning process, Brandon helps clients build personalized retirement roadmaps tailored to their goals, values, and long-term vision for their family. He primarily serves High Net Worth and Ultra High Net Worth families who are looking for proactive guidance around retirement, taxes, investments, and legacy planning.
In addition to his work with clients, Brandon is the creator and host of the YouTube channel Maximize Your Retirement. He started the channel after noticing how many intelligent and successful people still felt overwhelmed or confused by retirement and financial planning topics. His goal was to simplify the complex and help educate people in a way that felt practical and easy to understand. In a little over a year, the channel has grown to nearly 20,000 subscribers and continues to help viewers across the country better understand retirement planning, taxes, investing, and wealth preservation.
Brandon is also a regular guest on Charles Schwab’s TV network, Schwab Network, and has contributed to U.S. News & World Report, Financial Planning Magazine, and several other media outlets.
He began his career in 2017 at William Morris Endeavor, one of the world’s largest talent agencies, where he worked in the Motion Picture Talent Department directly under one of the company’s founders. After his time in entertainment, he transitioned into the wealth management industry and joined Merrill Lynch in 2018 through its advisor trainee program. During that time, he obtained his Series 7 and Series 66 licenses and gained valuable experience working within a large wirehouse environment before joining The Clark Group.
Brandon is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Private Wealth Advisor® (CPWA®) designation, which he completed through the Yale School of Management executive education program. He graduated from University of California San Diego with a B.A. in Communications and an emphasis in Business, where he also received an athletic scholarship to play on the NCAA tennis team.
Brandon lives in Orange County with his wife, Zailey, and their daughter, Bobbi. Outside of work, he enjoys playing tennis, reading, attending concerts, volunteering with KidWorks, and serving the local community in Dana Point.
