Keith Clark

Keith Clark

    • Director
    • Senior PIM Portfolio Manager
    Keith Clark’s mission is to help grow and preserve multi-generational wealth for high net-worth investors, while assisting them in building a meaningful legacy.

    With more than 38 years of experience in the financial services industry, Keith is able to provide his clients with professional high touch services that focus on meeting their needs. He and his team have unlimited access to many resources that help their clients in the implementation of sound financial strategies. As the team’s Senior PIM Portfolio Manager, Keith’s motto has become, “People, Portfolios, and Passion.”

    Keith and his wife Lourinda have two married sons, Devin and Bryan, and three grandchildren. Keith and his wife are active in their church and the Porsche Club of America. They both enjoy hiking, traveling, being grandparents, and Disney World.

    CA Insurance License Number 0A72698. Resident State CA.

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