Clay Dunkle

Clay Dunkle, CFP®, AIF®

Financial Advisor

Clay was born and raised in Sonoma about a mile from our home office. Having grown up here playing baseball, basketball, and soccer, he has gotten to know many of the local families that make our town so special. Now, as a financial advisor and a youth baseball coach, he is strengthening those relationships and building many new ones.

Clay’s interest in investing began in his early teens when his grandmother gave him a book of Warren Buffet quotes. He became enamored with the investing legend’s life story and investing style. This was the beginning of his endless love of education on all things investing.

Clay holds his Series 65 securities license with Sonoma Wealth Advisors, and serves in the capacity of an investment advisor representative. He is also an Accredited Investment FiduciaryTM (AIF®). With a passion for continuing education, Clay strives to further develop his skillset in the industry and recently became a Certified Financial PlannerTM (CFP®).

When he’s not hard at work, Clay is somewhere outside with his friends and family, either exercising, playing golf, camping, adventuring the globe, or at a baseball tournament.