David Clarke

David Clarke’s interest in the stock market dates back to his college years after taking an investment class at Virginia Tech. This class required him to build a mock portfolio of stocks. His portfolio performed exceptionally well and his love for and career in the financial service industry began.

Having joined the industry in 1983, David’s extensive experience through major market shifts enables him to help clients structure balanced portfolios that are designed to meet their specific financial goals. He believes strongly in educating our clients by demystifying complex investment concepts and strategies.

His services extend beyond the traditional client as well. He helps fiduciaries with the special needs of their clients. David has been involved with the Professional Fiduciary Association of California for over 20 years. During this time, he has advised many fiduciaries and have become well versed with the Prudent Investor Act.

David lives in Orinda with his wife Cristy - they have three daughters. Away from the office he enjoys an active family lifestyle, traveling and participating in a variety of sports. Although his serious basketball days are behind him, he still enjoys running the Lafayette Rim Trail, paddle boarding at Lake Tahoe and going to Warriors games. David is a long- time suffering (but not anymore) fan.

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