Clay Zachry, CFP®

Senior Vice President, Advisor, Partner

Torrance, California

Contact Clay

Clay guides individuals, families, and business owners through retirement and comprehensive wealth planning. He develops tailored strategies aligned with each client’s goals, timelines, and risk considerations. In addition to his advisory work, Clay is actively involved in supporting community organizations through volunteer leadership.
Before joining EP Wealth, Clay worked with clients at a national wealth management firm and an independent advisory practice. He earned a Bachelor of Business Administration degree from Baylor University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Clay currently serves as Treasurer of the El Camino College Foundation and is engaged with Torrance Memorial’s Young Physician and Professional Alliance.
Clay’s approach is personable, disciplined, and tax aware. He focuses on simplifying complex financial decisions into clear, actionable steps and emphasizes consistency and follow-through to help clients stay on track over time.
A devoted father, Clay enjoys spending time with his kids—whether on the field or surfing. Weekends often include family barbecues and perfecting Texas-style smoking in the backyard.

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