CalBay Investments

At CalBay Investments (CBI), we've helped individuals, families, and businesses pursue their financial goals since 1990 through trusted relationships, personalized service, and independent advice. We create customized financial strategies tailored to each client's unique needs, always putting their best interests first. Clark Geranen, Chief Market Strategist and COO, oversees financial planning and is a regular contributor to Bloomberg, Reuters, CNBC, CNN, Fox Business, InvestmentNews, and Yahoo Finance. He holds the CFP®, CFS®, and CPFA® designations, along with FINRA Series 7 & 66 registrations through LPL Financial. Clark Geranen is a registered representative with, and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.