Tara L. Charvet

Operations Manager

Tara has been a member of The Clark Group Asset Management since 2006. She provides daily operations management and support while facilitating our client’s needs by organizing and structuring the often delicate administrative tasks associated with executing the client’s investment plan. Tara is passionate about communicating to clients and providing elite service to our team. Tara graduated from California State University, Northridge where she received a B.A. in Psychology. Tara is also a certified Notary.

Tara resides in Laguna Hills and enjoys the Orange County lifestyle. When Tara isn’t working, she goes on hikes, paddle boards, and spends time with her dog, Cooper.

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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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