Clay joined Weiss Wealth Strategies in 2023 as a Financial Advisor. He grew up in Scottsdale and went to Pinnacle High School prior to attending the University of Arizona where he majored in Political Science and minored in History. His passion for helping people and his attraction to financial markets led him to forging a career in the financial services industry. Upon graduating in 2017, he joined Vanguard where he got licensed, learned the business, and ultimately was the lead relationship manager for a book of exclusively high-net-worth clients.
During his tenure at Vanguard, he became proficient in providing clients with clear, practical, and case-specific investment advice to help them achieve their financial goals while also managing risk efficiently. He takes a holistic approach to financial planning by understanding that your financial life is not just about numbers, but rather about dreams, aspirations, and values.
Outside of work, Clay is an avid golfer and sports aficionado. He loves dogs and spending time with family and friends. He also enjoys experimenting with new recipes.
This combination of his professional background, dedication to a consistent client experience, and genuine desire to help people is a natural fit for our team.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.