Clay Zachry, CFP®

Leading you on your financial journey.

True wealth management is looking at more than just a dollar figure.  It’s about getting into the details and ensuring that nothing is overlooked.  This is how I work with my clients to put together a plan to accomplish your financial goals and desires.

I believe that the earlier you start picturing goals for you or for your family, the likelihood of achieving these goals increases.  It requires discipline, drive, and the willingness to stay focused on the end results.  I am passionate about serving people along this adventure.  Whether you are at the beginning of this journey or if you’re stuck along the way, I want to guide you until you have successfully reached your destination.


Being financially fit is much like being physically fit.  It is a way of life instead of a once a year resolution.



Contact me:

310-791-3226 ext. 103

My Focus

Providing the tools and assistance for clients to meet their goals and reach their destination.

Community Involvement

Co-Chair of Torrance Memorial’s Young Physician and Professional Alliance (YPPA).  The mission of YPPA is to bring physician and community leaders together in support of Torrance Memorial and the community’s health.

I Am Not Alone - Meet Your Team

E-mail us at or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.