Mark Barrett, CFP® President
Mark Barrett is a CERTIFIED FINANCIAL PLANNER™ professional and President of Clario Financial. Since 1982 he has served a broad range of individuals, families and business owners seeking to align their financial and lifestyle goals and values. Mark specializes in retirement and pre-retirement planning, estate planning and specialized situations/high net worth planning.
Mark Burns, CFP®
Mark Burns is a CERTIFIED FINANCIAL PLANNER™ professional and longtime resident of Paradise, CA where he lived for nearly five decades. For more than 20 years, he has focused on helping families, corporate executives and business owners in Paradise and surrounding communities to pursue a broad range of goals through an approach to planning that places their needs first.
Gail Engler, Operations Manager
Gail Engler is our Operations Manager and assists our team of CFP professionals. Gail has been with Clario Financial since 1987. She assists our clients with any service item or non-trading issues that they may have. Gail’s education includes completion of the Financial Paraplanner course and the LPL AdminU program at the Bachelor’s level. As an Enrolled Agent, Gail’s area of focus is Federal tax laws and how they impact our clients.
Aubrae Opp, Office Coordinator
Aubrae Opp is the first person you see at Clario Financial when you visit our office. Aubrae has a professional background in customer service and office administration. She worked several years as a supervisor at World Market Chico before taking a position in an office for another company where she further developed her administration skills. She graduated from Humboldt State University with a B.A. in Geography and minor in Geology.
Amber Kodad, MBA, CFP®
Amber Kodad is The Director of Financial Planning. Amber has been with our firm since January 2011. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years.
Matthew Pierce, CFA®
Matthew is Director of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with preparing the research and due diligence required by the Investment Strategy Committee as well as executing on the decisions of the ISC.
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Ray joined our firm in October 2015