Broker Check
Chad Clarke, FPQP™

Chad Clarke, FPQP™

Client Services Specialist

"The power for creating a better future is contained in the present moment: You create a good future by creating a good present." Eckhart Tolle

Chad brings another level of detail to ensure all client needs and requests are completed with the upmost level of customer satisfaction. He earned his Bachelor’s of Science degree from Sonoma State University in Business Administration, with a concentrated focus in Financial Management. He has also received the Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning. Chad maintains Series 7 & 66 registrations. 

Past employment experience includes stints in the wine industry, tire business and publishing media. He has also served on the Board of Directors for both the Gardens and Bermuda Harbor HOA’s. Chad is a Marin County native living on the waters of Bel Marin Keys. Outside of work, Chad spends his time either on the Bay or Lake Tahoe, biking, camping, snowboarding or just enjoying the beautiful California sunshine.

I'm the only LFA’er to fly a Boeing 747.