Brandon is an Investment Advisor and is the Head of Business Development at The Clark Group. He is responsible with giving financial advice and helping with the daily functions of the office. He takes pride in delivering excellent service and communicating with clients on how to accomplish their financial goals.
Brandon began his career in 2017 and spent the first year and a half out of college at William Morris Endeavor, one the world's largest talent agencies, and was in the Motion Picture Talent Department. After spending time in entertainment, he decided to make the jump to the securities industry and joined the Merrill Lynch trainee program in 2018. He obtained his Series 7 and Series 66 licenses while in the trainee program and gained pivotal experience dealing with clients.
While at The Clark Group, Brandon has helped individuals and families with creating personalized financial plans, and recently became a CERTIFIED FINANCIAL PLANNER ™. Brandon finds a deep passion in helping his clients make the right investment and financial decisions for their own unique situation.
Brandon graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. Brandon currently lives in Newport Beach on the Peninsula with his fiance, Zailey, and is a few steps away from the beach. In his free time, he enjoys playing tennis, reading books, going to concerts, and volunteering at a non-profit in Orange County.
The Clark Group Asset Management is a registered investment advisory firm located in the heart of Southern California. As professional fiduciaries, we offer unbiased financial advice that is free from the conflicts inherent at many Wall Street firms.
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24941 Dana Point Harbor Drive
Dana Point, CA 92629
The Clark Group’s mission is to build long-lasting relationships with our clients and help them organize, grow and protect their hard-earned assets through life’s transitions. Along the way, our goal is to provide peace of mind for our clients through trust, thoroughness and transparency. Our experience has taught us that our value comes from helping clients make sound financial decisions while minimizing the emotion that often comes with investing. We are here to guide you through both good and bad economic times.
As a fiduciary financial advisor, we have a legal obligation to always act in your best interest and disclose any conflicts that could prevent us from servicing you. Furthermore, our compensation is fee-based which allows us to be completely objective and aligns our incentives with our client’s best interests. We provide clients in the Los Angeles, Orange County, and Southern California area with investment management, retirement planning, portfolio risk assessment, and charitable giving strategies.