A Personal Approach to Wealth Management
Clago & Associates is a premiere team of financial professionals dedicated to helping you achieve your investment objectives and financial goals.
We provide a fully integrated financial services platform that we tailor to meet your financial needs. Let’s work together to translate your aspirations, challenges and opportunities into a unique financial plan that can be managed and measured.
As a division of National Securities Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.
Explore our site to learn how Clago & Associates can help create, manage, and protect your wealth.
Your Financial Life--Handled
Drawing on our vast industry experience and leading financial tools, we will work to identify your financial goals and objectives, expertly manage your wealth, and implement appropriate strategies and solutions to achieve results. Let us work together to customize a plan that meets your financial needs today and evolves with you over time.
Our Areas of Focus Include:
- Customized asset allocation and portfolio management
- Traditional and unique investment opportunities
- Insurance and annuities offerings
- Education funding strategies
Financial Planning & Family Legacy:
- Estate, trust and gifting strategies
- Spending and cash flow planning
- Risk and insurance review
- Income & growth strategies to supplement retirement
Leave Your Footprint. Change the World.
When we’re not helping clients reach their financial goals and make the most out of their charitable contributions, we take time to support a range of community and philanthropic efforts. Here are just a few initiatives nearest to our hearts:
Find us in Pasadena
Direct: 626-831-9021 | Toll Free: 888-585-9095
Meet the Team
The choices we make. The decisions we choose. Can change lives forever.
Allison Clago is a native of Los Angeles and also first born generation. Her mother emigrated from Sweden arriving the day the stock market crashed in 1929. Allison graduated from California Lutheran University where she studied Finance, Political Science and Economics. She is an international traveler and believes that peoples are more similar than different in that we all want joy in our lives.
She has 25 plus year of experience and her number priority remains: Assisting individuals and institutions to achieve their investment objectives and financial goals. Shas mentored more than 30 individuals in the brokerage industry. She possesses a wide breadth of investment knowledge and financial solutions. Allison believes that each individual brings a different skill set and questions. Mentoring keeps me fresh and to think beyond my boundaries.
Allison’s footprint or her lasting legacy is to share her investment acumen by mentoring the youth of today and creating the financial professionals for tomorrow.
In her free time, she enjoys the cultural fine arts, as well as, the colors, sparkles and sounds of nature. On the weekends, she can be found hiking hidden trails or exploring the historic secret staircases of Los Angeles. She also likes to ride her bicycle, listening to music while in a zone of thoughts. You can reach out to Allison at email@example.com.
Stephen has been in the financial industry for over 18 years. Having experienced the year 2000 as well as the 2008 financial meltdown, he understands the importance of having a prudent financial plan as well as good savings habits. Over the years, he has remained focused on the three stages of wealth management: 1) Creating and growing your wealth 2) Protecting and preserving your wealth 3) Transferring your wealth efficiently to the next generation. Simply put, Stephen determines the stage of life his clients are in, maps out a strategy and remains focused on those three wealth management stages.
Being a student of the Market is not just Stephen’s profession, but his hobby. He spends hours each week scrolling through hundreds of charts to stay in tune with what is working in the markets and what isn’t. He enjoys the challenge of placing clients’ money in investments that best serve them. In today’s world of smartphones and social media, it is easy to become bombarded with outside opinions about the future direction of the markets and economy. Stephen is focused on eliminating the white noise by remaining focused on dynamic market indicators that allow him to see where the trends are, where money is flowing, and to construct portfolios to allow our clients to participate in these trends.
Stephen immigrated from Malaysia back in 1980 and has lived in San Jose then Los Angeles for the last 17 years. Stephen shares his life with his wonderful wife of 21 years, and their two children and two dogs. In his free time, he enjoys playing golf, attending events, cooking a meal for friends and family.
You can reach out to Stephen at firstname.lastname@example.org.
Matthew Lim obtained a Bachelors degree from California State University, Los Angeles, where he majored in finance and minored in economics. Joining National Securities Corporation in 2019, Matthew works alongside Clago and Associates as an Operations and Analytics Associate managing and processing all aspects of investment operations. Prior to National Securities, Matthew worked for Pender Capital, a real estate investment fund as a Staff accountant. Matthew continues to develop in the field of investments and has a passion for security analysis. In his free time, Matthew likes spending time with his Wife, Jessica, his family and friends. He enjoys traveling, golfing, and reading investment books. Matthew will continue to grow and add value to the firm as he progresses in his role with National.
You can reach out to Matthew at email@example.com.
Daily Market Insights
National’s Chief Market Strategist is the well-known capital markets expert Arthur (Art) Hogan. Between his frequent appearances on CNBC, FOX Business and Bloomberg TV, you can stay up to-date on his latest market insights.
More About National
Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.