Robert J. Clark

Financial Advisor

Phone: (661) 255-9555 x118
Fax: (661) 270-2665


Robert Clark is a thought leader in income protection planning, host of the Advice First podcast, content contributor and frequent speaker within the financial services industry.

After losing his Father at a young age, Robert witnessed the acute impact of comprehensive financial planning. Through various income & asset protection planning tools, his family was able to financially weather the storm of ongoing medical bills, caregiving expenses, and lost income as their Father battled a rare form of cancer for over 20 years. It was this firsthand experience that triggered Robert’s passion for strategic financial planning, which if done correctly, allows a family to focus on what’s most important instead of worrying about financial matters along the way.

As a former board member for the National Association of Insurance & Financial Advisors, and ALS Golden West Chapter, Robert continues to serve his community through volunteering, coaching, and financial education workshops. A past recipient of Santa Clarita’s 40 Under Forty & Ultimate Male Rising Star awards, Robert’s commitment to his clients and community are unmatched.

Away from the office, Robert enjoys spending time with his family as they experience all California has to offer with local beaches, snow-covered mountains, the occasional round of golf, and unique dining experiences along the way.