Clark Matthiessen, CFP®, CRPCTM, CWPCFP
CA Insurance Lic.# 0C63928
About Clark
Clark Matthiessen has been part of the Redwood Credit Union team since 2001. With over two decades of experience in financial services, Clark is a CERTIFIED FINANCIAL PLANNER® who specializes in retirement and wealth management. His deep understanding of financial strategies, combined with a strong commitment to your personal journey, empowers Members to confidently pursue their financial goals.
Clark’s investment philosophy includes a strong emphasis on education, as he believes an educated investor makes a better investor. Clark enjoys being a resource for Members, helping them understand various investment risks and opportunities. He specializes in developing and implementing financial plans specific to Members’ needs.
Clark earned his Bachelor of Science in Finance, graduating cum laude from Sonoma State University. His resilience was tested during the 2017 Tubbs Fire in Sonoma County, when he lost his home. This reinforced his determination to help Members manage their financial futures. In addition to his CFP® designation, Clark holds the CRPCTM and CWS® designations, demonstrating his dedication to acting in the best interest of his clients.
Why choose Clark?
Personalized financial guidance:
Develops customized financial strategies based on each Member’s unique circumstances and objectives.
Strategic retirement planning:
Provides clear, realistic goals to guide Members in navigating their financial journey.
Advanced investment management:
Leverages market insights and thorough analysis to recommend suitable investments.
Effective withdrawal strategies:
Offers structured approaches to managing retirement income for long-term financial well-being.
Comprehensive risk management:
Evaluates and advises on insurance needs to safeguard assets and income.
Proactive monitoring and adaptation:
Regularly reviews and adjusts financial plans to reflect life changes and market shifts.
Holistic wealth planning:
Addresses aspects of financial well-being, including estate planning, asset allocation, and risk management.
Personal interests
Clark’s blend of professional knowledge and personal interests makes him a well-rounded advisor, focused on helping Members prioritize financial independence and confidence. Outside of work, Clark enjoys spending time with his wife and two children. Reflecting his passion for adventure and strategy, his interests include:
- Mountain biking
- Airsofting
- Chess
- Working out
I find it extremely rewarding to help my clients choose investment strategies that will help them pursue their financial goals.”
Meet with Clark
Clark serves Members at the Cleveland Ave. office in Santa Rosa. Schedule an appointment to get started.
Cleveland Ave. Branch
3033 Cleveland Ave., Santa Rosa, CA 95403
View Cleveland Ave. Branch Information
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Featured articles
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Disclosures
The financial professionals at Redwood Wealth Management are registered representatives with LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC), and offer securities and advisory services through LPL Financial (LPL). Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Redwood Wealth Management and are employees of Redwood Credit Union. Redwood Credit Union has engaged LPL to offer these products and services through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Redwood Credit Union (“Financial Institution”) provides referrals to registered representatives of LPL Financial LLC (“LPL”), who are employees of the Financial Institution pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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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