Clay Blanton, CFP®, ChFC®, CLU®, RICP
Financial Adviser/President
CA Insurance License #0D39729
Clay graduated with an Accounting degree from CSU Fresno in 1999. Since that time, he has focused his career on establishing financial security for both his personal and business clients. Clay has earned the CFP®, ChFC®, CLU® and RICP designations.
He has been, or currently is:
- Past Vice President/Trustee for NAIFA CA (National Association of Insurance Financial Advisors)
- Past Board Member of SFSP (Society of Financial Service Professionals)
- Executive Board Member of the Fresno Estate Planning Council
- Appointed to the CA Department of Insurance Curriculum Board
Clay moved to TN in March 2021. With most of his clients spread out across the US, it was an easy transition to open another location in the middle of the US. He still flies back to CA about every six weeks to take care of his original clients and local staff/advisers.
My Personal Story
Clay lives in Franklin, TN with his wife Katie. They are kept busy with their five kids, Ivy, Lilly, Clayton III, Greyson and Brennon. Since moving to TN, the Blanton family loves doing things outdoors such as golfing, hiking or just BBQing with neighbors and friends.
My Professional Story
