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Alexander C

Series 66

Santa Rosa, CA

Commonwealth Financial Network

Alexander Clark is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Arbor Point Advisors, and Securities America. Prior to his financial career, he spent several years in the restaurant industry. Clark also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Janet H

CFP®, Series 63

Santa Rosa, CA

Commonwealth Financial Network

Janet Hart is a CFP® professional with 30 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and is the owner of Censia Wealth Advisors, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Foothill Securities, Inc. In addition to advisory work, she has been involved in fixed insurance sales for over a decade. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and operational support. The firm offers various investment management solutions and platform services, including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kelly S

CFP®, Series 66

Santa Rosa, CA

Commonwealth Financial Network

Kelly Soria is a CFP® professional with 17 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Censia Wealth Advisors. Her prior experience includes roles at Arbor Point Advisors and Securities America, Inc. She is also engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios, multiple program structures, and operates as a platform provider with significant clearing and custody relationships.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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