About Claycomb Wealth Management
Shawn Claycomb is an Experienced Financial Advisor and Investment Manager in Folsom, California
No matter where you are in life--just getting started or winding down a successful career--you have goals and dreams. Our dreams, aspirations and priorities are the reasons why we work hard all our lives. It is important to have a comprehensive strategy in place to help you connect your financial life with the rest of your life priorities and goals.
Financial independence goes a long way toward helping you relax and truly take pleasure in the lifestyle you hold dear. Effective investment planning and sound portfolio construction are keys to pursuing your goals and can mean the difference between fortune and misfortune.
Setting financial goals is a life long process that assists you and your family in taking control of your financial future. Your wealth will be part of your legacy, and so it needs proper attention.
The more wealth you accumulate, the more options, obstacles and challenges you face. While your financial life remains complex, careful planning can greatly simplify the management of it. A good wealth management plan should also help create and implement strategies so you can pass wealth to future generations while minimizing the tax impact.
Your future depends on the choices you make today. It's important to take the time to select a financial advisor who is competent and trustworthy, one on whom you can depend for professional advice and services.
Shawn Claycomb enjoys getting to know his clients, and helping them plan their financial goals. Families have come to rely on Shawn's comprehensive knowledge and attention to detail in helping them plan for the future. Your financial preparedness is an important part in being able to truly take pleasure in the lifestyle you hold dear.
Invest in Your Future with a Proven Financial Advisor
In addition to being a CERTIFIED FINANCIAL PLANNERTM, Shawn holds an MBA in finance and has also taught graduate courses in economics, finance and investments to share his extensive knowledge and experience with others.
To learn more about how Claycomb Wealth Management can help you set up and manage your investment portfolio for retirement, call us 916-355-8860. We're based in Folsom, and support clients throughout Northern California, including the communities of Folsom, El Dorado Hills, Granite Bay, Cameron Park, Shingle Springs, Placerville, Rancho Murrieta, Sloughhouse, Gold River, Fair Oaks, Orangevale, Carmichael, Citrus Heights, Roseville, Lincoln, Rocklin, Loomis, and Auburn.
Education
- CFP®, CERTIFIED FINANCIAL PLANNERTM professional, College of Financial Planning
- MBA, Masters Business Administration, Finance, Golden Gate University
- BS, Bachelors of Science, Finance; California State University Sacramento
Professional Background
- Claycomb Wealth Management: President, Investment Advisor, CERTIFIED FINANCIAL PLANNERTM
- Morgan Stanley: Vice President, Financial Advisor
- Bank of America: Vice President, Branch Manager, Circle of Excellence Award
- US Small Business Administration: Commercial Loan Officer, Outstanding Achievement Award, Congressional Recognition
- United States Air Force: Accounting & Finance, Commendation Medal
About CFP®
The CFP® Board is a professional regulatory organization acting in the public interest by fostering professional standards in personal financial planning. The CFP® Board helps the public to identify financial planners who are committed to competent and ethical behavior when providing financial planning services. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called "the four Es," and they are four important reasons why the financial planning practitioner you select should display the CFP® or CERTIFIED FINANCIAL PLANNERTM professional certification marks.
For more information visit: cfp.net.