Bradley Clark, MBA, CFP® Clark Asset Management, LLC

Contact this advisor

About Bradley Clark, MBA, CFP®

I was hanging on every word…

It was a beautiful spring day in Palo Alto in 1996.

My Modern Portfolio Theory professor – Nobel laureate Bill Sharpe – was explaining the “illusion of stock picking skill” and the idea that stock pickers as a group lose big to the stock market as a whole.

I remember closing my eyes and taking it all in. Was it possible that a several hundred billion dollar industry was just harming investors? That the whole thing was built on an illusion? Even a lie?

I was just entranced.

(It turns out I caught a brief glimpse of my true calling that day, but it would be another 17 years before I actually took concrete steps to become a financial advisor.)

But then the class ended, and I went back to the business of graduating from Stanford Business School. I headed back to consulting for a couple years, and then co-founded a dot com.

But in 2003, I ended up in awkward position. An awkward position that ultimately lead me to my true calling.

I had accepted the position of Publisher & Chief Marketing Officer at The Motley Fool, the personal finance website. I loved the people, and rocked the job.

But something was wrong.

You see, one of my responsibilities was to convince millions of investors that we had superior stock picking skills.

There was just one problem with this – I didn’t believe it.
Beliefs are a funny thing. I came to believe back in 1996 that stock picking skills are an illusion, and that belief had just stuck.

And I couldn’t unstick it.

I eventually left The Fool with mixed feelings. I was proud of our commercial success, and my role in that. But I also felt like I had betrayed my beliefs. It wasn’t a good feeling.

I tried jobs in other industries, but something kept pulling me back to investing and personal finance.

And then it finally hit me.

I knew what I was meant to do, and I set out to form my financial advisory firm, Clark Asset Management, LLC.

Now I get to help people directly, and do it in a way that’s 100% consistent with my beliefs. I get to leverage a career’s worth of skills in financial planning and analysis, problem solving and client communication.

And I get to do my part to help transform an often shady industry into a helping profession.

It’s awesome.

…if you’d like to learn more, I encourage you to download one of my complimentary guides or schedule a complimentary phone consultation.

Contact this advisor

Recently Published

Take the Money and Run?

July 25, 2017

I just got a surprise in the mail. My first employer has offered to send me a check for $28,205.97 to buy out my pension. Should I accept the offer?! One of the big financial decisions many people need to make is whether to take a lump sum payment from their pension plan, or to […]

The post Take the Money and Run? appeared first on BradleyClark.com.

Read the full post →

George’s 3 Questions

November 18, 2016

As a financial planner, I’m trained to ask you about your goals.  Goals are a big deal in financial planning, as everything flows from there. But when I just come out and ask new clients “what are your goals?,” sometimes I get the feeling that I’m getting a “surface” answer back, and that there’s more […]

The post George’s 3 Questions appeared first on BradleyClark.com.

Read the full post →

Location, Location, Location?

November 15, 2016

The oldest adage in real estate investing is “Location, Location, Location.” (I learned this lesson the hard way.  I sold my beach front condo for $200,000 and then watched it zoom up in value to $1 million. But that’s a story for another day.) While location may be incredibly important in real estate investing, I’ll […]

The post Location, Location, Location? appeared first on BradleyClark.com.

Read the full post →

Visit the blog →

Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Flat Fee: $7,500

 

SEC Records

States Registered

  • Massachusetts
  • New Hampshire

File Complaint

Loading...