Gordon C. Clarke, CLU

Gordon C. Clarke

Gordon C. Clarke, CLU

Gordon C. Clarke is a principal of Bay Financial Associates, LLC. He has been with the firm for 40 years.

Gordie is a 1968 graduate of Boston College with a Bachelors of Science degree in Finance & Business Administration.

His practice provides expertise to his clients through a broad range of financial planning services, to include estate and financial planning, insurance, investments, education and retirement planning.

Gordie believes the key to successful planning is the ability of the advisor to explore the specific goals and desires of his clients and tailor a plan to best meet those objectives. This is accomplished through a consulting process that aligns strategies with personalized goals using the following steps:

Analyze goals and objectives
Formulate a written plan and investment policy
Establish an appropriate investment allocation strategy
Introduce and implement suitable insurance and investments
Monitor on an ongoing basis, making changes as necessary

He is a member of the Society of Financial Service Professionals, The National Association of Insurance and Financial Advisors and the Boston Estate Planning Council. He is an investment advisor representative with Bay Financial Advisors, Inc., a Registered Investment Advisor in the Commonwealth of Massachusetts. He is a registered representative offering securities and investment advisory services through LPL Financial Member FINRA/SIPC.

E-mail: gclarke@bfa-online.com
Phone: (781) 893-0909 ext.260