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