Melissa has been working with The Clark Group Asset Management since November 2005 and provides technical, operational, and administrative support to the team. After graduating as a Valedictorian from the American School of Paris where she received her Bachelor’s degree in Business Administration, she worked for several years as a bilingual translator for a variety of International Publishing companies. She also taught at the L.I.L.A (Lycee international de Los Angeles) for 2 years before she decided to refocus on her business background.
In her free time, you can find Melissa practicing Pilates, walking on the beach, or reading.
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.