Clay Thompson

Financial Advisor

Phone: (916) 953-3599




My practice is centered around you by choice and design.  One of my passions is helping people and I strongly believe in breaking down the barriers to sound and objective advice.  It is because of this that, in my practice, I do not charge for initial consultations. 

I am an independent Financial Advisor and pride myself on objectivity in tailoring plans. Each individual's or household 's situation is different and has different factors and considerations that are important.  Sometimes that means for a given situation it might be better to hold off on a certain potential course of action and sometimes it means proceeding as well as understanding why.

I have been in the financial services industry for over 15 years.  My depth of experience inside and outside of investments allows for tailored retirement planning, portfolio analysis, innovation and perspective.  In an ever-evolving financial marketplace I understand the importance of keeping apprised of industry updates and constantly monitor your portfolio to ensure it continues to meet your needs.

However, like the marketplace life is never static.  Life changes can have a significant effect on a plan and opportunities can sometimes shrink if an evaluation is put off.  For this reason I always make myself available as needed to evaluate changes and potential changes when they occur or when they become known, not just when the next formal appointment is scheduled. 

I am a Summa Cum Laude graduate of the University of Southern Maine. I am originally from Connecticut but now call Sugar Land, TX my home.  Away from the office I am a dedicated father and husband and enjoy skiing, mountain biking, trail running, fly fishing and travel.