In the latest release in our "Get To Know Sonoma Wealth" series on Youtube, hang out with the advisor who loves planning those taxes, Clay Dunkle, CFP®, AIF®. Whether it's translating important conversations to a financial plan or talking about how Sonoma used to be, Clay loves the opportunity to connect and support the families of the North Bay.
Learn more about Clay's story, right here:
Key Takeaways
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Clay Dunkle was born and raised in Sonoma, just a mile from Sonoma Wealth's home office, giving him a lifelong connection to the local families he now serves.
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His interest in investing took root as a teenager, sparked by The Warren Buffett Book of Investing Wisdom, a gift from his grandmother.
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Clay holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary™ (AIF®) designations.
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Outside the office, he stays connected to the North Bay community as a youth baseball coach.
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Clay's local roots and financial expertise combine to help Sonoma families plan for today, tomorrow, and beyond.
Interested in working with Clay?