Clay Zachry (CFP®)

Clay Zachry focuses in the
following client markets or areas of practice:
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Retirement Planning & Distribution Rules
- Tax Planning
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Professional Athletes or Entertainers
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
September 24, 2021