Clay Dunkle, CFP®, AIF®, CEPA®, NSSA®

Financial Advisor

4.9 out of 5

19 comments

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 in his early teens when his grandmother gave him The Warren Buffett Book of Investing Wisdom by Robert L. Bloch. He became enamored with the investing legend’s life story and investing style. This experience began his endless love of education and all things investing.

Clay is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary™ (AIF®), a Certified Exit Planning Advisor (CEPA®) and a National Social Security Advisor™ (NSSA®). With these certifications, he's ready to help your family plan for today, tomorrow and beyond!

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

Interested in working with Clay?

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Looking for more?

Clay shares his insight as a National Social Security Advisor™ (NSSA®) on Social Security's stability during his appearance on our life and money podcast, It's All Money:

Watch Clay's It's All Money episode RIGHT HERE on YouTube, or audio on Apple Podcasts and Spotify.

Verified Client Reviews

Jun 2, 2026

We’ve been very pleased with our experience at Sonoma Wealth. Clay has been knowledgeable, responsive, and easy to work with, and we feel very confident in the guidance we’ve received.

Bethany C.

Amplify

May 24, 2026

Clay is a lovely person. He has helped my husband and me navigate all of our finances. Clay speaks to us kindly, answers every question we have and then don't have, gives us fair and thoughtful advice, all in a friendly and professional manner. He has helped feel more secure and stable in our plans for the near future, retirement and for our children. We could not be more pleased with Clay and look forward to our next meeting.

Emily S.

Amplify

May 22, 2026

I've been working with Clay & Chris for 2 years now. They have carefully planned my investments and taught me so much about my long term retirement and portfolio. Clay in particular is very prompt, kind and thorough with his work and recommendations. I would highly recommend him as an advisor.

C.J.

Amplify

May 14, 2026

I am fairly new to Sonoma Wealth, but Clay has been great so far! Always kind and helpful with all my questions.

S.G.

Amplify

May 14, 2026

Clay is fabulous to work with! He is extremely responsive and always makes great recommendations based on our needs. We are thrilled to work with Clay. We highly recommend working with Clay and Sonoma Wealth.

Anonymous

Amplify

May 13, 2026

From the moment we were introduced, Clay handled the relationship with the utmost care and respect. He took the time to understand our goals, explain our options, provide background and detail where needed, and was always responsive, clear in communications, and effective. He has gone well beyond our expectations in several aspects of our financial life to ensure we meet our goals. I would recommend him 100%, but I don't really want to share!! :-)

Jeff H.

Amplify

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