Brandon M. Clark CFP®, CPWA®
Brandon Clark, CFP®, CPWA®, is the Director of Financial Planning at The Clark Group Asset Management, where he works with executives, engineers, business owners, and retirees on comprehensive wealth management and retirement planning. He is passionate about helping clients simplify complex financial decisions, retire with confidence, and preserve wealth for future generations.
Brandon specializes in retirement income planning, tax-efficient investment strategies, Roth conversions, estate planning, concentrated stock strategies, and asset protection. Through The Clark Group's PROFIT Process, he helps High Net Worth and Ultra High Net Worth families build personalized financial plans aligned with their long-term goals, values, and legacy.
In addition to advising clients, Brandon is the creator and host of the YouTube channel Maximize Your Retirement, where he simplifies retirement, investing, and tax planning for a national audience. In just over a year, the channel has grown to nearly 20,000 subscribers. He is also a regular guest on Charles Schwab's Schwab Network and has contributed to U.S. News & World Report, Financial Planning Magazine, and other media outlets.
Brandon began his career in 2017 at William Morris Endeavor in the Motion Picture Talent Department before transitioning to Merrill Lynch's advisor training program in 2018, where he earned his Series 7 and Series 66 licenses. He later joined The Clark Group to focus on delivering independent, fiduciary financial advice.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Private Wealth Advisor® (CPWA®) designation, completed through the Yale School of Management executive education program. Brandon earned his B.A. in Communications with an emphasis in Business from the University of California San Diego, where he attended on an NCAA tennis scholarship.
Brandon lives in Orange County with his wife, Zailey, and their daughter, Bobbi. Outside of work, he enjoys tennis, reading, concerts, volunteering with KidWorks, and serving the Dana Point community.
