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Wealth Management Assistant

Clark King

San Diego
Investment Planning Strategies
Risk Management
Real Estate
Paying Down Debt
Financial Literacy

“An investment in knowledge pays the best interest.” — Benjamin Franklin

Wealth Management Assistant

Clark King

San Diego
Investment Planning Strategies
Risk Management
Real Estate
Paying Down Debt
Financial Literacy

“An investment in knowledge pays the best interest.” — Benjamin Franklin

UCSB Alum

Bachelor of Arts in Economics

Loves Cooking

Serves families in CA

Get to Know Clark

Clark is client centered, hardworking, and caring. He has always found himself gravitating towards building relationships, with the full intention of making a positive difference. After acquiring his degree in Economics at the University of California, Santa Barbara, Clark joined Trilogy Financial aspiring to educate others on the importance of financial literacy.

"Being an advisor entails navigating some of the most pivotal moments in someone's life and I'm excited to assist wherever I can." Detail oriented, he strives to pair exceptional service with comprehensive financial planning in order to best meet the needs and goals of each individual relationship. Outside of the office, Clark enjoys trying new restaurants, golfing with friends, and relaxing at the beach.

Clark is an Investment Advisor Representative with Trilogy Capital, where he holds his FINRA Series 65 registration held through Trilogy Capital, as well as his California Life and Health Insurance License.

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Meet Clark’s Team

Scroll through to see each of the Advisors

gary sussman
Vice President of Wealth Management

Gary Sussman, CFP®

San-Diego_Windus_2023
Senior Vice President of Wealth Management

Windus Fernandez Brinkkord, AIF®, CEPA

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.