Jerrold Clarke
First Vice President - Investment Officer
Senior Financial Advisor
I have functioned as a family CFO or "go to" financial quarterback for families and business owners since 1997. I focus on investment planning and management. Also, I have made certain all aspects of my clients financial affairs are organized and coordinated. I've helped them solve problems quickly regarding their financial affairs, optimize the protection and growth of their assets, achieve their investment goals and create the future they desire. I enjoy working with executives, business owners and self-employed professionals.
I presently serve as a board member on the Raise Foundation in Orange County that helps prevent child abuse, St. Bonaventure School Endowment fund and the University of Illinois Orange County Club. In my free time, I enjoy spending time with my family, playing golf, exercising and volunteering for various charities and my church.
My focus: Investment management, investment planning, minimizing tax exposure, keeping estate issues current, liability management, insurance planning, making certain clients have the proper retirement plan in place, charitable planning, education savings planning. Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
I work closely with my client's CPAs and estate planning attorneys in order to insure everything is well coordinated between us and stay proactive with assisting our clients in these aspects of their personal finances.