Palo Alto

Matt Clark

CFP®, AAMS®

Wealth Advisor

2409 Park Boulevard
Palo Alto, CA 94306

Matt Clark

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional
  • AAMS® – Accredited Asset Management Specialist

About Matt

As a wealth advisor, Matt Clark partners with client to understand their unique circumstances and recommend solutions to achieve their goals. He’s always been a numbers guy, intrigued by investing. While in college during the Great Recession he saw the devastating impact it had on so many lives. It led to a career path where he can help educate people and create financial plans that can weather the inevitable storms.

He knows working with a financial planner is important because properly managing ones’ finances can be complicated. Few high schools or college require basic financial planning courses and as a result most people graduate and enter the workforce having never learned the basics. Matt finds satisfaction in educating clients and helping them have peace of mind and confidence in their financial plan. He works with them to stay disciplined during uncertain times, pursue strategies to save on taxes and keeps an eye on cost for them.

Prior to joining Buckingham in 2015, Matt worked at Edward Jones and Charles Schwab. He received a bachelor of science in business administration from the University of Missouri. Matt also holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is an Accredited Asset Management SpecialistSM.

A St. Louis native, Matt now works in the San Francisco and Scottsdale areas. Outside of work he enjoys a good round of golf and a nice Italian meal.