Clark Insurance Benefits






T: (408) 395-7970
319 Los Gatos Saratoga Road
Los Gatos, CA 95030-5310

Christopher J. Clark, AIF ®
Investment Consultant

Christopher J. Clark is an Investment Consultant, an Accredited Investment Fiduciary (AIF),and holds Series 7 General Securities Registration through LPL Financial and Series 66 Investment Advisor Representative registration through Retirement Plan Consulting Program (RPCP) and LPL Financial Corporate RIA. Should your company want to implement, review a 401(k) retirement plan, or monitor its investments, executive benefits and deferred compensation we can help.

We provide independent 401k Retirement Plan Consulting Services:
  • Fiduciary Responsibilities and Management
  • Fund Selection Assistance
  • Fund Monitoring
  • Investment Policy Statement Support
  • Vendor Analysis
  • Fee Analysis
  • Employee Education
  • Conducting Employee Meetings
We follow the principles of Accredited Investment Fiduciary Practices:
  • Organize
  • Formalize
  • Implement
  • Monitor



Christopher J. Clark is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Mr. Clark is an Accredited Investment Fiduciary (AIF).



Corporate Retirement Plans
   401(k) Plans
   Accredited Investment
   Fiduciary Practices
   Plan Reviews &
   Monitoring
   Rollover IRA's

Executive Benefits
   Deferred Compensation