M Clark Financial

Description

M Clark Financial is a comprehensive financial and retirement planning firm serving Southern California with offices in El Segundo, Indian Wells, Irvine and Newport Beach. Founded in 2000, we have developed our business by reaching out while building and maintaining close, trusting relationships with each of our clients.

William J. Brayman Jr. is an Advisor at M Clark Financial. He has been in the financial service industry for over 12 years. Before joining M Clark Financial, he worked with Moss Adams Wealth Advisors. In addition to providing comprehensive wealth planning, he worked with Moss Adam’s affluent and business owner clients. He has assisted many affluent clients with issues such as wealth transfer to multiple generations and business succession planning.

To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

Ana Rosa Hernandez is the Director of Operations & Trading at M Clark Financial. She has been with M Clark Financial for over 12 years. Before that, Ana worked at an elementary school tutoring first and second graders. Ana currently holds her insurance license and is a Notary Public for the state of California. She is in charge of client service requests, keeping the office running smoothly, and scheduling appointments. Her main focus is to ensure client paperwork gets processed in a timely matter to fulfill a client’s expectations.

Michael Clark CFP® is the Principal/Advisor at M Clark Financial. He has 19 years experience in the financial and retirement planning industry. Michael is a Certified Financial Planner and holds licenses in the securities, insurance and real estate industries. After graduating from the University of California Santa Barbara, he began his career working for a major insurance company in Beverly Hills. Upon obtaining his Certified Financial Planner designation he moved to a small boutique financial planning firm in Torrance, CA.

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