Jesse D. Clark is the founder and President of Clark Wealth Management. Jesse has worked in the investment management and the financial services industry for over 24 years. As a result of his years of experience across the many facets of the financial services industry, Jesse has developed a unique investment philosophy. He takes all aspects of the client’s finances, goals, ideals and lifestyle together with traditional fact-finding methods and analyzes it as a whole. In general, his style can be classified as a “holistic” approach, one in which the client’s stage of life, general opinions and short and long term goals are combined with time horizons, objectives and risk tolerance to help develop, implement and maintain their individualized financial plan.
Jesse is a Southern California native and resides in Brea with his wife Amy, and three amazing children Kaitlyn, Nathan and Ryan. When not helping clients, Jesse can be found playing golf or spending quality time with his family.