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Author Profile - Brian M. Clay

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).
 


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