Cathy Clark, CFP®, MSF, MBA, currently serves as an UHNW Senior Wealth Advisor at Vanguard, where they develop tailored strategies for Ultra High Net Worth clients. Previously, they held positions including Vice President at Charles Schwab, Executive Wealth Strategist at Blue Lotus Strategies, and President/CEO of Genesis Wealth Management, where they managed significant client accounts and drove business growth. Cathy's early career includes experience as a Financial Planner at Teachers Credit Union, where they enhanced investment services and sales performance across multiple branches. They are also actively pursuing multiple educational qualifications, including an MBA in Accounting and a Master of Science in Finance.
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