Clark J. Geranen CFP®, CFS®, CPFA®

Chief Market Strategist & Chief Operating Officer

Clark manages the day-to-day operations of CalBay Investments and oversees all aspects of client financial planning. He works closely with individuals, families, small businesses, and retirement plans to help them pursue their financial goals. Clark is also a regular contributor to Bloomberg, Reuters, CNBC, CNN, Fox, InvestmentNews, and Yahoo Finance. When he’s not in the office, Clark loves playing golf and exploring the Bay Area with his wife, Rachel, and their children, Miles and Ynez.

Registrations and Certifications:

  • CFP (Certified Financial Planner) – Certified Financial Planner Board of Standards, Inc.
  • CFS (Certified Fund Specialist) - The Institute of Business & Finance
  • CPFA (Certified Plan Fiduciary Advisor) – National Association of Plan Advisors
  • Securities Registrations held through LPL Financial: FINRA Series 7 & 66
  • Life/Health/Disability Licenses (CA Insurance Lic #4085618)
  • B.S., Engineering from Cal Poly, San Luis Obispo