Brian J. Clark is an experienced financial consultant with Vantage Insurance & Wealth Strategies based in Southern California. Brian has been helping clients with their wealth and helping financial advisors grow and improve their practices for more than 22 years. As a former aerospace engineer, he brings a unique combination of technical expertise and analytical skills as well as real-world experience and practicality.
Brian holds the designation of Chartered Retirement Planning Counselor from The College for Financial Planning®, and he views his role as a financial professional simply as this: Take care of the client’s needs in everything we do, and the rest will take care of itself. For the past two decades, Brian has been focused on leveraging powerful tools and strategies to help clients get to and through retirement in a more secure and comfortable manner. Additionally, Brian knows how vitally important reducing taxes and minimizing losses are to the success of a portfolio, and ultimately, the quality of life that results for his clients, and the legacy they are able to leave to their loved ones.
Brian graduated from UCLA with a BS in Mechanical Engineering and has held numerous leadership positions with such firms as Boeing, ING (Voya), AXA and Nationwide Financial. He has written multiple articles for California Broker Magazine and frequently speaks all over California to both clients and advisors. He is registered as an instructor for Continuing Education with the California Department of Insurance and teaches classes to other financial advisors in the state.
When not working, Brian enjoys playing golf, hiking and SCUBA diving. He and his wife of more than 20 years, Gina, also enjoy traveling and cooking together. Reach out today to see how Brian and Vantage Insurance & Wealth Strategies can help you!
