Clayton Holcomb, CLU®, ChFC®, REBC®
CA Insurance Lic#0752508
Clayton Holcomb has extensive consulting experience in the areas of finance, investments, risk management and estate planning. He began his career as a full service wealth advisor in 1987. In 2006, he strategically partnered with LPL Financial. In 2017 he teamed up with Mutual Securities to provide unbiased, objective guidance to families and businesses.
Through his planning process, Clayton is able to explore a person's financial situation and provide custom tailored strategies that seek to make a definable difference in that individual's life.
Clayton attended California State University, Sacramento where he earned a Bachelor's of Science degree in Business Administration, with a triple concentration in Finance, Economics and Accounting. He later earned the Life Underwriter Training Council Fellow® (LUTCF®) designation in 1991. He continued his post graduate work by earning both the Chartered Life Underwriter® (CLU®) and the Chartered Financial Consultant® (ChFC®) designations from the American College in 1996, and both the Registered Health Underwriter® (RHU®) and the Registered Employee Benefits Consultant® (REBC®) designations in 2004.
Clayton has been happily married to his wife Shanna since 1994, and is the proud father of four boys. In his spare time, he enjoys coaching Little League, participating in leadership positions within the Cub Scouts organization, reading, and working out.