Claycomb Wealth Management

Financial Advice and Investment Management

What's important to you? For Shawn Claycomb the answer is very clear ... it's about enjoying life and all that it has to offer.

Financial independence goes a long way in helping you truly relax and take pleasure in the lifestyle you hold dear. But it can be difficult to successfully navigate the complex waters of financial planning, retirement planning, investment management, and estate planning by yourself. Having a financial advisor and investment manager you trust can be the key to your financial independence and future.

Independent Financial Advisor and Wealth Management Advice

There has never been a more important time to sit down and have a review with an experienced financial advisor. As an independent CERTIFIED FINANCIAL PLANNER^TM professional, Shawn has the freedom to offer non-biased financial advice and wealth management strategies that work best for each of his clients.

Managing wealth successfully so that you can enjoy life requires a broad range of financial, tax, retirement and estate planning solutions. The type of knowledge only an experienced financial advisor would have. Shawn Claycomb, CFP® and financial advisor, takes great pride in helping his clients plan, accumulate, and preserve their wealth to build a solid foundation and roadmap for their financial future, including retirement and transferring assets to future generations. He understands the more wealth you accumulate, the more options, obstacles and challenges you face.

A CERTIFIED FINANCIAL PLANNER^TM with the Experience you Need & Integrity you Want

As a CERTIFIED FINANCIAL PLANNER^TM professional with an MBA in Finance and more than 25 years of financial advisor and investment management experience, families throughout Northern California have come to rely on Shawn's comprehensive wealth management knowledge, integrity and attention to detail in helping them plan the financial future.

But perhaps most important of all, the CERTIFIED FINANCIAL PLANNER^TM designation means that Shawn has made a professional commitment to always act in your best interest, as one of his financial planning clients. Not only will you have a clear plan for your financial well-being but you will have confidence knowing that it's based on your personal financial situation and goals.

Financial Advisor Services for People Across Northern California

Located in Folsom, CA, we provide financial planning and advisor services to individuals and families across the Sacramento Valley and Bay area, including the communities of Sacramento, Folsom, Granite Bay, El Dorado Hills, Cameron Park, Shingle Springs, Placerville, Rancho Murieta, Gold River, Fair Oaks, Orangevale, Carmichael, Citrus Heights, Roseville, Rocklin, Meadow Vista, Lincoln, Loomis, Auburn, San Francisco, San Jose, Campbell, Cupertino, Santa Clara, Sunnyvale, Mountain View, Stanford, Palo Alto, Los Altos Hills, Menlo Park, and San Carlos.

To learn more about our Financial Advisor and Independent Management Services, and to visit our Folsom office, contact Claycomb Wealth Management today at (800) 450-1029.