Faculty: Gregg Clarke
Gregg Clarke
Title(s):
Adjunct Professor
School(s):
Business
415-310-5157
Gregg is the founder of Meritas Wealth Management, LLC and 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®), a Registered Investment Representative,
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 the past President of Financial Planning Association FPA of San Francisco
and continues to serve on the Programs committee. He also received the FPASF Heart
of Financial Planning award in 2013. He currently serves on the board of the Community
Media Center of Marin and participates as a mentor in the Masters in Financial Planning
program at Golden Gate University in San Francisco. Gregg also participates in the
National FPA Residency program as a mentor.
COURSES TAUGHT
RESEARCH INTERESTS & AREAS OF SPECIALIZATION
- Comprehensive Wealth Management
EDUCATION
- MBA (Financial Planning), Golden Gate University
- BSME, University of California,Davis
PROFESSIONAL & TEACHING EXPERIENCE
- 2015 - Present: Adjunct Professor, Golden Gate University
PROFESSIONAL ASSOCIATIONS
- Member of the Financial Planning Association (FPA)
HONORS & AWARDS
- Heart of Financial Planning Award, Financial Planning Association (San Francisco), 2013