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Clay Dunkle, CFP®, AIF®

The Vision

Clay was born and raised in Sonoma about a mile from our home office. Having grown up here playing baseball, basketball, and soccer, he has gotten to know many of the local families that make our town so special. Now, as a financial advisor and a youth baseball coach, he is strengthening those relationships and building many new ones.

Clay’s interest in investing began when he was in grade school. His grandmother told him at 10 years old if he saved and invested a dime out of every dollar he made, he'd be a very wealthy man. She also gave him a book of Warren Buffet's investing principles, and this was the beginning of his endless love of education on all things investing. 

He attained a B.S. in Agricultural Business from Cal Poly San Luis Obispo, where he focused his educational efforts on finance, accounting, and risk management. Clay holds his Series 65 securities license with Sonoma Wealth Advisors, and serves in the capacity of an investment advisor representative. He is also an Accredited Investment FiduciaryTM (AIF®). With a passion for continuing education, Clay strives to further develop his skillset in the industry and recently became a Certified Financial Planner™ (CFP®).

When he’s not hard at work, Clay is somewhere outside with his friends and family, either exercising, playing golf, camping, adventuring the globe, or at a baseball tournament.

Office Phone: (707) 938 7414

Best part of the job:

Helping clients find confidence in their financial future

My Role

I help clients develop and implement strategies to achieve their financial goals.

Financial Planning

Whether it's saving for a kid's college, managing debt, mitigating taxes, or funding future expenses like real estate purchases or retirement, we work with you to create a custom plan designed to achieve your goals within your specific time frame.

Investment Management

Effective asset allocation acts as the cornerstone of a well-crafted investment strategy. As we develop your tailored portfolio, we invest in an asset mix that aligns with your risk tolerance, time horizon, and individual goals and values.

Risk Management

No financial plan is complete without safeguards in place. We work with you to design and implement a risk management strategy so that when disaster strikes, you have a cushion to mitigate financial loss.

Get in Touch With Clay

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