Clark J. Geranen CFS®
Director, Business Administration
LPL Financial Advisor
LPL Financial Advisor
Clark was welcomed to the CBI team in March, 2020. Prior to joining, Clark worked for an engineering consulting firm where he helped manage multi-billion-dollar projects for his clients. His previous consulting experience is vital in his role at CalBay and helps shape his approach in working with his clients as a financial advisor.
Clark is a lifelong resident of the East Bay and currently lives on the island of Alameda. He is a graduate of Cal Poly, San Luis Obispo, where he received a B.S. in Engineering. In his spare time, Clark enjoys playing golf and exploring the Bay Area with his wife, Rachel and their son, Miles.
Registrations and Certifications:
- Securities Registrations held through LPL Financial: FINRA Series 7 & 66
- Life/Health/Disability Licenses (CA Insurance Lic #4085618)
- CFS (Certified Fund Specialist) - The Institute of Business & Finance