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The Clark Group Asset Management

The Clark Group Asset Management

Reviews Summary

Clients consistently praise The Clark Group for exceptional, personalized service, trustworthiness, and expert financial management. Many highlight long-term relationships (10+ years), tailored investment strategies, and proactive advice that delivers strong returns while aligning with risk tolerance. Advisors are commended for making clients feel valued, not just like numbers, with attentive, family-like care. The team’s responsiveness, market expertise, and ability to simplify complex decisions inspire confidence, especially during volatile markets. Retirees note financial stability exceeding expectations. Overall, clients highly recommend their services for combining professionalism with heartfelt client focus.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Contact Information

Address

24941 Dana Point Harbor Dr c210

Dana Point, California 92629

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-4PM
Tuesday 7AM-4PM
Wednesday 7AM-4PM
Thursday 7AM-4PM
Friday 7AM-4PM
Saturday Closed

Customer Reviews

I have been associated with The Clark Group for over 10 years. As I was approaching retirement, I wanted to align myself with an asset management firm who not only had the knowledge and expertise to guide me through the maze of investment strategies, but also one wherein I wouldn't be considered just a "number." The Clark Group not only met, but continues to exceed all of my expectations. I needed an organization who would construct a strategic plan to maximize my return on investment. This they did.

The Ray Clark Group has eliminated any concern I might have for investing my financial resources in a way that delivers maximum return based on the level of risk I am willing to accept in the markets. As a result I spend little time researching and deciding how my investments should be made because I know I am in good hands with the Clark Group. After more than 30 years relying on the Clark Group to invest my finances on my behalf, I have no hesitation in recommending the Clark Group to others. Both of my a

My wife and I met Brandon and the Clark Team over a year ago, and it was one of the best financial decisions we have ever made to work with them. Prior to this, we had reached a point in our investments where we felt that we were not able to fully realize the gains that were possible due to our full-time jobs and other competing priorities. As such, we were looking for a trusted advisor who could help take our financial situation to the next level. From the first meeting with Brandon, he was incredibly pro

High marks for being responsive to my needs with caring professionalism. It's both a comfort and pleasure to deal with highly knowledgeable advisors who are proactive in managing my funds in investments that coincide with my risk assessment.

The Clark Group really makes you feel like a part of the family. They take care of you and truly listen to your needs to guide you in the path that best fits your individual situation. They bring something back to the financial industry that has been lost recently because of the progression of technology, personalized customer service. Can't say enough good things about Brandon Clark and how he takes care of me as a client. Looking forward to the years I get to keep building the relationship with the Cla

My corporation has employed the Clark Group for many years to manage its corporate retirement accounts. I have been extremely pleased with the attention to detail and the market information that the Clark Group has provided. Asset protection has been our number 1 goal as well as a great return on investment. The Clark Group has done it all!

I have been with The Clark Group for 22 years. I highly recommend them! They go above and beyond to cover all aspects of your financial needs. I have the utmost trust and peace of mind knowing that I am in such good hands with my finances!

What is better than speaking to your fav finance advisor...? Hearing the great results directly from him!!! Brandon @ The Clark Group Asset Management manages to put on a smile (from ear2ear), while delivering top results! A true professional.

I have been a client of CAG for the last several years. Their level of service has been top notch and they have always provided sound advice whenever I have needed it most, especially in the bear market that we have been experiencing. They are completely trust worthy and always have their clients best interest at heart. I highly recommend them to anyone looking for a high quality and trustworthy financial advisor!

I couldn't recommend the Clark group enough. I would be completely lost when it came to my finances if it wasn't for my financial advisor Brandon. They make you feel comfortable and confident and it's one less worry in my book!

We have been with The Clark Group for over 10 years. I am retired and more financially stable than I ever thought possible thanks to Eric Cedergreen.

Eric and Tara have served, educated and managed my accounts for 8 years. They're like family. Indivualized plans tailored to me .

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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