Clay Zachry (CFP®)
Clay Zachry focuses in the
following client markets or areas of practice:
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Retirement Planning & Distribution Rules
- Tax Planning
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Patrick is a Senior Wealth Advisor working directly with clients on all matters related to financial planning and investment management. He is a graduate of Stanford University with a bachelor’s degree in economics (1987). He is a CERTIFIED FINANCIAL PLANNER practitioner.
NAPFA Start Date
September 24, 2021
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