Clay Zachry
CFP®
EP Wealth Advisors
Vice President/Partner
Clay Zachry
CFP®
EP Wealth Advisors
Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Clay Zachry, CFP®
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Clay Zachry is a Torrance, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Clay Zachry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Clay Zachry is a Vice President and partner with EP Wealth Advisors. He recognizes the uniqueness of each individual’s life goals and embraces the opportunity to guide families and individuals along their own distinct financial journey. Clay primarily works with individuals, families and business owners focused on retirement. He holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned a Bachelor of Business Administration degree from Baylor University. Clay serves as Co-Chair of the Torrance Memorial Foundation’s Young Physician and Professionals Alliance. He lives in Redondo Beach with his wife and two children. He enjoys spending time with his family whether it’s on the sports field, in the surf, or in their backyard with some Texas BBQ on the smoker.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Clay Zachry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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EP Wealth Advisors - Awards & Recognitions
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Free Webinars, Guides & Checklists from EP Wealth Advisors
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EP Wealth Advisors is Featured in InvestmentNews: "EP Wealth adds $535 million with Harris Financial acquisition"
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Clay Zachry's Savvy Social Security Strategies Seminar is Featured on Patch.com
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Clay Zachry is Featured in Torrance Memorial's Blog :"ROOTED IN LOCAL HEALTH CARE"
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Clay Zachry is Quoted on Finance101.com: "Greatest holiday gift ever? Getting out of debt"
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Clay Zachry is the Co-Chair of the Torrance Memorial Foundation’s Young Physician and Professionals Alliance
Contact Clay Zachry
Office Locations:
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21515 Hawthorne Blvd.
Suite 1030
Torrance, CA 90505
