Clayton (Clay) Janson, CFP®, AIF®

Clay Janson is a Phoenix native and a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary with more than two decades of experience helping clients build financial lives that are both secure and intentional.

His high-energy, fiduciary approach brings a collaborative team dynamic to every client relationship, connecting people with a trusted team of professionals across financial planning, investment management, insurance, and estate strategies, all under one roof.

Clay holds a Bachelor of Science from Northern Arizona University and earned the Retirement Planning Specialist designation through the Certificate in Retirement Planning program at The Wharton School at the University of Pennsylvania.

Beyond his practice, Clay is an active Major Donor, Benefactor, and past Director, Secretary, and Sergeant-at-Arms for Phoenix Rotary 100. He has also served on the board of the Friends of the Phoenix Public Library and has championed fundraising efforts for Junior Achievement of Arizona, Smiles 4 Sick Children, Elevate Phoenix, and Jared Allen's Homes for Wounded Warriors.

Clay has been honored with The Amicus Award from the Phoenix Public Library, the Barry M. Lofquist/Kirk Jones Memorial Award, the Core Values Award from Equitable Advisors Southwest Branch, and the Regional Honor Associate Award – Western Region from the Equitable Advisors Old Guard.

At home in North Central Phoenix, Clay and his wife Lindsey are proud parents of two kids who keep life full: snowboarding, Scouting, Geocaching, traveling, and laughing together as a family. An Eagle Scout and serial entrepreneur, Clay is rarely without a great audiobook.

Clayton Janson is registered to conduct securities business in AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, IN, IA, MD, MA, MI, MN, MO, MT, NV, NJ, NM, NC, OH, OR, PA, TN, TX, UT, VA, and WA.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.