We are an independent 401(k) consulting and fiduciary processes firm and supported by LPL Financial Retirement Partners. It is our goal to optimize your 401(k) retirement plan performance, with respect to value of plan assets, proper asset allocation, high participation and deferral rates. We can help plan participants retire with dignity and sustain dignity throughout retirement by helping you implement plan design strategies, multifaceted employee education and sound fiduciary monitoring processes. Mr. Clark is an Accredited Investment Fiduciary® (AIF®) Designee. Christopher J. Clark is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Mr. Clark may only discuss and/or transact securities business with residents in the following states: California, Delaware, New York and Texas. CA Insurance License # 0597848 Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
We are an independent 401(k) consulting and fiduciary processes firm and supported by LPL Financial Retirement Partners. It is our goal to optimize your 401(k) retirement plan performance, with respect to value of plan assets, proper asset allocation, high participation and deferral rates. We can help plan participants retire with dignity and sustain dignity throughout retirement by helping you implement plan design strategies, multifaceted employee education and sound fiduciary monitoring processes. Mr. Clark is an Accredited Investment Fiduciary® (AIF®) Designee. Christopher J. Clark is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Mr. Clark may only discuss and/or transact securities business with residents in the following states: California, Delaware, New York and Texas. CA Insurance License # 0597848 Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- Myself Only
- Revenue Range
- Not available
Location
- Address
- 634 N Santa Cruz Ave California Los Gatos
- City
- Los Altos
- Region
- California
- Postal Code
- 95030
- Country
- United States