Consulting
with Purpose
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PHILOSOPHY
Growing up, Clay's family experienced financial ups and downs. Some years were more trying than others. This experience taught him how meaningful financial security is, and how short-term decisions significantly impact the long term. This became the reason why he started Presidio Financial Advisors.
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EXPERIENCE
Clay worked at both big and small financial companies and served a variety of clients, including individuals, small businesses, and large corporations. His roles have ranged in scope and focus, but all have contributed to growing a wider knowledge base, enabling him to better serve his clients' financial needs. In every role, he has enjoyed getting to know people, sharing his knowledge of investments and financial markets, and acting as a sounding board.
EXPERTISE
After graduating from Holy Cross in 2006 with a degree in Economics, Clay felt maintaining a high level of knowledge was equally important to maintaining a high level of ethics. He pursued and earned the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation to better serve his clients while maintaining the highest standard of ethics.
COMMITMENT TO COMMUNITY
Clay believes in consulting with a purpose and encourages financial literacy programs. If you know an organization that is looking for assistance in this area, please reach out.
Financial FAQ's
When clients ask for financial advice, they often voice the following concerns:
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I don’t understand what my advisor is doing. When I ask them questions, they act like I am not worth their time.
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I have been trying to invest on my own but don’t know where to start – it’s overwhelming.
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I inherited some money recently and am not comfortable investing on my own.
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I don’t have millions, so nobody wants to work with me.
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Can you take a look at my investments and let me know if I am even on the right track?
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I am not sure if my advisor is a fiduciary. Why does that matter?
If you can identify with any of the above, or are curious and want to learn more about our services, please click below and reach out to us with financial questions and we'd be happy to set up a 30 min free consultation.
FOUNDER
Clay Beccue
Clay is the founder of Presidio Financial Advisors LLC. As a fiduciary financial advisor, Clay provides holistic guidance and investment services while putting his clients’ best interests first. Prior to creating Presidio Financial Advisors, Clay served clients at both large and small financial institutions. Most recently he held the position of Vice President in commercial banking with JP Morgan Chase and Vice President at American Riviera Bank where he helped match banking and lending solutions to client needs. As a portfolio analyst at Loomis Sayles, he produced client reporting and analytics for separately managed corporations, endowments, and foundations, and crafted investment strategy commentaries. While at State Street Corporation, he oversaw and led an account controller group that was charged with the accounting and custody of mutual funds from a handful of investment companies. Over the years, Clay has most enjoyed getting to know people and how he can best help others. Clay earned a BA in economics from the College of the Holy Cross. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Clay is also a member of the CFA Institute and CAIA Association.
Clay Beccue
Phone: (805) 679-1565