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CFS* Wealth Advisor

Clark Matthiessen, CFP®, CRPC®, CWS®

Investments & Wealth Management proudly offered through CUSO Financial Services, L.P.

Email Clark 707-576-5040

About Clark

Clark Matthiessen has been part of the CFS team at Redwood Credit Union since 2001. Since 2003, Clark has received numerous Bronze, Silver, and Gold Pacesetter Awards from CUSO Financial Services, L.P. (CFS).*

As a Wealth Advisor, Clark is deeply passionate about providing guidance and education to help his clients meet their financial goals. From his perspective, investing is not just about making money—it’s about understanding the market, staying informed, and making solid decisions about each Member’s finances based on their personal values and objectives. Clark’s philosophy is centered on developing transparent and collaborative relationships with his clients, working together to navigate investment opportunities and manage risk. Above all, his ultimate goal is to empower his clients with the knowledge they need to make wise financial decisions and achieve their long-term goals.

I will help you:

Invest properly

Plan to retire comfortably

Preserve assets

Understand the market

Manage cash flow

Leave a legacy

Education & Awards

gold-medal

Pacesetter Gold- 2010, 2012, 2013, 2019, 2020, 2021, 2022, 2023
silver-medal

Pacesetter Silver- 2009, 2011, 2015, 2016, 2018
silver-medal

Pacesetter Bronze- 2003, 2004, 2005, 2007, 2014, 2017

The Pacesetter awards recognize the top revenue producing advisors at CFS from among hundreds of credit union and bank programs.

Personal Interests

Mountain biking

Chess

Airsofting and paintballing

Working out

Meet with Clark

"I find it extremely rewarding to help my clients choose investment strategies that will help them reach their goals. Call or email me to get started today." - Clark Matthiessen

Email Clark 707-576-5040

Featured articles

Check out our most recent investment articles or click the link below to read past articles.

2024 Quarter 1 Market Recap
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Five Basics of Financial Literacy
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Will vs Trust – What’s The Difference & Which Option is Right for You?
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  • *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    FINRA Licenses: Life Insurance License: CA #284684, MT #736801, NV #172905

    SEC Marketing Disclosure.

PPP Forgiveness Application Deadline

Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:

  • PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
  • RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
  • Your correct deadline will be reflected in your online banking account.

If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.

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