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Clay Murdy, CFP®

Advisory Services: Advisor

Education, Certifications & Credentials

  • B.A. Communication, Wake Forest University
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Originally from
Carpinteria, California

In my spare time
Spending time with my wife and three kids, especially bike rides, beach days, and BBQs.

Favorite quote
I don't have a single favorite quote. I am strongly influenced by past experiences in my life that can be captured many times with many sayings.

Something I’ve learned
To remember it’s my choice every morning to keep stress, fear, and frustration in perspective. And to appreciate my great fortune when I go to sleep happy in love next to my wife, and with healthy children sleeping comfortably in their beds.

Something about WCF that makes me proud
The strong blend of integrity, intelligence, and personality in all my co-workers.

My secret
If something frightens me, I try to imagine pink fluffy unicorns dancing under rainbows to make me feel better (thank you to my daughter, Loma, for teaching me this trick).