Clay
Ernst

CFP®

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Clay Ernst

Here to act in your best interests

About me

As a financial planner, my role is to analyze and monitor my clients’ finances to help them maximize the income that will be available to them for the rest of their lives. Before focusing on finance, I served as an aviator in the U.S. Navy for eight years. I still fly actively today as a private pilot. I also enjoy downhill skiing, windsurfing and solving escape room puzzles with my family.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Master of Business Administration, University of California, Los Angeles

Bachelor of Arts, Middlebury College

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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San Francisco III - Santa Clara

3945 Freedom Circle
Suite 950
Santa Clara, CA 95054

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Denver II - Lone Tree

10012 Commons Street
Suite 108
Lone Tree, CO 80124

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Denver III - Colorado Springs

8610 Explorer Drive
Suite 120
Colorado Springs, CO 80920

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health