Cade Lark

Cade Lark is a Financial Advisor who is passionate about helping individuals, professionals, and families pursue their most meaningful goals through personalized financial planning and holistic wealth management. He partners with clients to build clear, values-based strategies designed to support informed decision-making, long-term confidence, and multigenerational continuity.

Cade earned a B.S. in Personal and Family Financial Planning from the University of Arizona and holds both the Series 7 and Series 66 securities licenses. He is currently pursuing his CFP® certification, reflecting his dedication to delivering a high standard of care and continuously deepening his expertise on behalf of the clients he serves.

Cade brings a grounded, client-first approach to every relationship, taking time to understand each person’s unique situation and goals before building a strategy. He values clear communication and believes that when clients feel genuinely heard, the planning process becomes more intentional and impactful.

Originally from Boise, Idaho, Cade moved to Tucson to attend the University of Arizona and has embraced the Southwest ever since. Outside of the office, he enjoys golfing, fishing, hiking, and skiing, and looks forward to building meaningful, lasting relationships with the clients and communities he serves.