It represents a remarkably thorough understanding and mastery of complex issues in the areas of investments, taxes, retirement, estate planning, and insurance. Recipients of this graduate degree can be an invaluable resource to investment fiduciaries and individual investors alike.
Aaron Clark is the President and Chief Executive Officer of Monarch Wealth Strategies. He is also the Principal and Co-Founder. Clark is responsible for the direction, strategy, and focus of the firm. Being passionate about protecting his clients and advocating positive change in the financial industry, Clark was a member of the Financial Abuse Specialist Team for Santa Barbara County. He also served on the Board of the Mental Health Association in Santa Barbara County and currently serves on the Board of the Montecito Rotary Club. Clark is an active athlete and enjoys spending his free time traveling the world.
Monarch Wealth Strategies was founded under the vision of creating a client-driven, independent financial firm that operates first and foremost with integrity and principle. The firm provides financial plans, investment analysis and management, philanthropic and estate planning, life insurance review and implementation (life, disability and long-term care), and endowment management for non-profit organizations. Monarch Wealth Strategies has no proprietary products.
For additional information on how you can benefit from these services please contact Aaron at (805) 564-0800 extension 111 or firstname.lastname@example.org.