Clark Matthiessen, CFP®, CRPC®, CWS®
Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.
About Clark
Clark Matthiessen has been part of the CFS team at Redwood Credit Union since 2001. Since 2003, Clark has received numerous Bronze, Silver, and Gold Pacesetter Awards from CUSO Financial Services, L.P. (CFS).*
As a Wealth Advisor, Clark is deeply passionate about providing guidance and education to help his clients meet their financial goals. From his perspective, investing is not just about making money—it’s about understanding the market, staying informed, and making solid decisions about each Member’s finances based on their personal values and objectives. Clark’s philosophy is centered on developing transparent and collaborative relationships with his clients, working together to navigate investment opportunities and manage risk. Above all, his ultimate goal is to empower his clients with the knowledge they need to make wise financial decisions and achieve their long-term goals.
I will help you:
Invest properly
Plan to retire comfortably
Preserve assets
Understand the market
Manage cash flow
Leave a legacy
Personal Interests
Mountain biking
Chess
Airsofting and paintballing
Working out
Meet with Clark
"I find it extremely rewarding to help my clients choose investment strategies that will help them reach their goals. Call or email me to get started today." - Clark Matthiessen
Featured Articles
Check out our most recent investment articles or click the link below to read past articles.
Appointment with Clark Matthiessen
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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