Gregg E. Clarke
MERITAS WEALTH MANAGEMENT | Principal
SAN RAFAEL, CA 94903
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CRD#: 2430243
Professional summary
Gregg Eric Clarke, CFP® is a registered financial advisor currently at MERITAS WEALTH MANAGEMENT, LLC located in San Rafael, California.
Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregg has worked at 2 firms and has passed the Series 2 exam.
Biography
Gregg Clarke, founder of Meritas Wealth Management, LLC, has been a financial advisor since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a Certified Financial Planner (CFP®), and has an MBA in Financial Planning from Golden Gate University. Gregg’s undergraduate degree is in Mechanical Engineering from the University of California at Davis.
Gregg is past President of the Financial Planning Association (FPA) of San Francisco and continues to serve on the Programs Committee. He currently serves on the board of the Community Media Center of Marin as Vice Chair and he also is an adjunct professor in the Masters in Financial Planning program at Golden Gate University in San Francisco. He continues to participate in the FPA Residency program as a mentor.
Gregg lives with his wife, Tiffani, in San Rafael, California, and together they are actively involved in the community through volunteer work for charitable organizations. Gregg participates in a variety of outdoor sports and activities, which includes multiple wine tasting trips. He also enjoys spending as much time as possible with family and friends – his personal goal is to laugh every chance he gets.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Employee Benefits
Irregular Income
Mutual Funds
Getting Married
Job Loss
Real Estate
Insurance
Retirement
Stocks & Bonds
Life Planning
Startup
Starting a Family
Long-term Care
Sudden Wealth
Men's Finances
Nontraditional Households
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Financial Planning Association; not investment-related; 7535 E. Hampden Ave., Suite #600, Denver, CO 80231; Resource for CFP� professionals with goal to elevate financial planning profession; Mentor, Residency Program; since 2012; Developing and delivering financial planning case studies to CFPs and CFP candidates during weeklong residency program. Time spent on this activity is limited, periodic, and short-term (one week).
CRS (Client Relationship Summary) - RIA
Click below to view Gregg Eric Clarke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
March 25, 2009 - Present
MERITAS WEALTH MANAGEMENT, LLC
Office #1: 3950 Civic Center Drive Suite 210, San Rafael, CA 94903RIA
CRD#: 148565
SAN RAFAEL, CA
Past
June 18, 1999 - January 13, 2009
WILLOW CREEK WEALTH MANAGEMENT, INC.
RIA
CRD#: 109240
SEBASTOPOL, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/25/2009)
IAR
Texas(3/19/2019)
Exams
General Industry/Product Exam
RR
Series 2
Date: 11/17/1993
Non-Member General Securities ExaminationCurrent Firm
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Drive Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 300-4560
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 533,826,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 11/23/2022 |
Red Flags
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Company Information
MERITAS WEALTH MANAGEMENT, LLC
PrincipalCRD#: 148565San Rafael, CA 94903TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
