“An investment in knowledge pays the best interest.” — Benjamin Franklin
“An investment in knowledge pays the best interest.” — Benjamin Franklin
UCSB Alum
BA In Economics
Loves Cooking
Serves families in CA
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, as well as his California Life and Health Insurance License.
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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.
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(844) 356-4934 Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
