Clark J. Geranen CFS®, CPFA®

Chief Market Strategist & Chief Operating Officer
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 manages the day to day operations of our offices and all aspects associated with our clients’ financial planning. He is also a regular contributor on Bloomberg, Reuters, CNBC, CNN, Fox, InvestmentNews and Yahoo Finance.
 
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 children, Miles and Ynez.
 

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
  • CPFA (Certified Plan Fiduciary Advisor) – National Association of Plan Advisors