Keith Clark Email & Phone Number

My 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 35 years of experience in the financial services industry, I am able to provide my clients with professional high touch services that focus on meeting their needs. My team and I have unlimited access to many resources that help our clients in the implementation of sound financial strategies. As the team’s PIM Portfolio Manager—a designation earned by less than 10 percent of Wells Fargo’s advisors—my motto has become, “People, Portfolios, and Passion.”I live in Rancho Santa Margarita with my wife, Lourinda. We have two sons, Devin and Bryan, who are also married. My wife and I are active in our church and the Porsche Club of America, and we both enjoy hiking and traveling.CA Insurance License Number # 0A72698. Resident state CA.This information is intended for use by residents of ID, AZ, CA, CO, HI, IA, IL, WA, OR, TX only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Financial Advisory, Financial Modeling, Investments, Microsoft Excel, and 12 others.

• 

  California State University, Fullerton

  Criminal Justice