Involved with the stock market since age 12
Financial Advisor for more than 11 years
Currently resides in Huntington Beach, CA
Will video conference with clients to make it easier
Clayton knew from an early age that the financial services industry was where he wanted to make his career when he got involved with the stock market at the age of 12. Yet, it was his passion for sports that paved the way for his work with his clients. The competitive nature of sports is what taught him how to be a team leader and someone that can always be depended on. He has seen how placing the highest values on honesty, integrity and loyalty can help lead to the greatest accomplishments, values by which he lives his life and runs his practice.
Clayton has been with Trilogy since January of 2007, it’s his deep passion for helping others accomplish their goals, that has driven his work as a Financial Advisor. That passion for his service also extends to his work with the Catholic Diocese of Orange. In his spare time, Clayton still enjoys watching and participating in sports, spending time with his family and friends, and making people laugh.
He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7 and 63 Registrations with LPL Financial and also holds a Life and Long Term Care License.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.