Clay Westover, CFP®

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Senior Client Advisor

Clay Westover, CFP®

Clay brings almost a decade of experience working in Financial Services, having worked with HNW and UHNW families with an emphasis on Entrepreneurs and their complexity for the majority of his career. At Socha Capital, he advises high-net-worth clients on the full spectrum of wealth management and tax strategy solutions.

Clay prides himself on communicating complex idea's in a simple manner, and taking a curiosity and advocacy based approach to wealth management. He's familiar with all area's of financial planning and the coordination it takes to make sure tax, legal, investment and risk management all tie together for the benefit of our clients.

Clay received his Bachelor's of Science in Financial Planning from Texas Tech, the nation's leading program, and received his CERTIFIED FINANCIAL PLANNER™ designation in 2022, which require professionals to complete extensive training and adhere to a strict code of ethical standards.

Before college, Clay served in the US Navy and was stationed overseas in Japan - this has lead to an unfortunately high standard for his sushi preferences. Outside of the office you can find Clay playing golf near his home in sunny Scottsdale, or trying out a new restaurant.

Credentials:

• Bachelor's degree in Personal Financial Planning from the University of Texas Tech
• Certified Financial Planner (CFP)

Areas of Expertise:

• Fractional-Family Office for Entrepreneurs
• Tax Strategy
• Private Wealth & Investment Management