Brian M. Clay
is a
Fellow of The Business Forum Institute and the
President of Clay, Malek & Northam Wealth Management
in Southern California; whose clients include
both companies and individuals. He has been
recognized for numerous honors and accomplishments
including being named to the Consumer Research
Council of America's "Best Financial Planner" list.
Brian's professional registrations include the
Series 6, 7, 24, 63, 66 held with LPL Financial, and
CA Life & Health Insurance. He also holds the
Chartered Mutual Fund Counselor (CMFC) and CERTIFIED
FINANCIAL PLANNER™ (CFP®) designations. The CFP®
designation is considered by most to be the highest
certification in the industry. To be recognized as
a CERTIFIED FINANCIAL PLANNER™, individuals must
meet rigorous experience and ethical requirements,
complete financial planning coursework, and pass a
certification examination covering the financial
planning process, risk management, investments, tax
planning and management, retirement and employee
benefits, and estate planning. They must also meet
ongoing continuing education requirements and uphold
the CFP® Board Code of Ethics and Professional
Responsibility. Brian is an LPL Registered
Principal. Securities and Financial Planning
Services offered through LPL Financial, A Registered
Investment Advisor – Member FINRA/SIPC. For a list
of states in which he is licensed to do business,
please visit
www.cmnwealthmanagement.com.
Brian holds a Bachelors degree in Economics from the
University of California, Los Angeles (UCLA).
