Clay Trenz
Independent Financial Advisor at Acuity Wealth Advisors
- Role
- Independent Financial Advisor at Acuity Wealth Advisors
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Clay Trenz
Specialties: Qualified retirement plans, personal wealth management, tax-efficient estate planning. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Acuity Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.
Experience
Independent Financial Advisor
Jan 2011 — Present · Bend, OR, US
Investment advice for business owners and affluent investors.
Education
University of Central Missouri
BS
1994 — 1995
Skills
- Management
- Financial Advisory
- Marketing
- Marketing Strategy
- Strategic Financial Planning
- Program Management
- Employee Benefits
- Iras
- New Business Development
- Retirement
- Retirement Planning
- Investments
- Qualified Retirement Plans
- Estate Planning
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