Ken Clark

Ken is a Certified Financial Planner who focuses on educating and empowering people in the area of personal finance. In addition to advising individuals, Ken regularly speaks on financial topics such as college and retirement planning to employees of numerous Fortune 500 companies.

Ken was recently awarded "Mentor of the Year" by the Investment News. He's also been chosen as the recipient of a grant from the Certified Financial Planner Board of Standards to create financial education materials for military personnel.

Ken is a Certified Financial Planner (CFP) who has been working in the financial planning industry for over a decade. He has worked as a researcher at a large mutual fund, a stockbroker at one of the largest brokerage firms, and as founder and president of his own investment advisory firm. He has also sat on the pension management board of one of the largest non-profit organizations in the country.

In recent years, Ken has refocused his career on speaking and writing. He is a regular speaker on financial topics at companies such as Disney, Toyota, Verizon, and Avery Dennison.

Ken received his Business degree, with an emphasis in finance and accounting, from Pepperdine University. Shortly after his graduation from Pepperdine, Ken also finished his three-year program of study with the College of Financial Planning in Denver, Colorado.

He has passed the Certified Financial Planner's certification exam, the Series 7, 63, and 65 exams, and the California Insurance Exam.

My financial planning philosophy is simple: Get from "Point A" to "Point B" with as little stress as possible.

I like to focus heavily on teaching the basics of financial planning and hope to help people avoid getting caught up in the trends, fads, and fears of the investing world.

Ultimately, I want to educate people on what needs to be done to balance the demands of today and the needs of their future. I truly believe that anyone can learn to sufficiently manage their financial futures on their own, but also want people to feel wise enough to know how and when to work with a professional.