The Clark Group Asset Management
41yrs
Top advisor by experience in Dana Point
33yrs
Eric Cedergreen
Full name on record: Eric Todd Cedergreen
Financial advisor at The Clark Group Asset Management
Eric Cedergreen has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Dana Point, California. After six years at Wells Fargo Advisors, Eric joined The Clark Group Asset Management in 2012, a firm offering financial planning and investment management. The Clark Group Asset Management reports being paid through a percentage of assets and flat fees.
One of 43 advisors with offices in Dana Point, and one of 40 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in California
Office24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$742,890
Advisors at the firm3
States licensed ?2 states
Services through The Clark Group Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowThe Clark Group Asset ManagementCurrent firm
- 2006 – 2012
Contact Eric
(949) 558-3898The Clark Group Asset Management main office 24941 Dana Point Harbor Drive Suite C210Dana Point, CA 92629Office · Get directions Facebook pageThe Clark Group Asset Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call The Clark Group Asset Management at (949) 558-3898 and ask for Eric Cedergreen. Eric works from the Dana Point, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1993, about 33 years. Top 11% by experience in California.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
The Clark Group Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
38yrs
Top 5% by experience in Dana Point
Osaic Wealth
36yrs
Top 6% by experience in California
Laguna Wealth Advisors
34yrs
Top 9% by experience in Dana Point
Compound Planning
33yrs
Top 5% by experience at Compound Planning
Planmember Securities
32yrs
Top 14% by experience in California