Torrance, California Office
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Clay recognizes the uniqueness of each individual’s life goals and embraces the opportunity to guide families and individuals along their own distinct financial journey. He primarily works with individuals, families and business owners focused on retirement.
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Prior to joining EP Wealth, Clay spent time at Merrill Lynch and Harris Financial Advisors.
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Clay earned a bachelor of Business Administration degree from Baylor University. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Clay serves as Treasurer for El Camino College Foundation as well as being actively involved in Torrance Memorial's Young Physician and Professional Alliance. He lives in Redondo Beach with his wife and two children. He enjoys spending time with his family whether it’s on the sports field, in the surf, or in their backyard with some Texas BBQ on the smoker.
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For families in America, funding a...