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Clayton Financial (CFCG)

Education key to success
Clayton Financial Consulting Group is dedicated to excellence. We take pride in building lasting relationships based on stability, integrity, success and trust. Our mission is to provide close personal service to every one of our clients with all of their financial planning needs.

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Annuity Secrets Revealed

“Any client will be fortunate to have Greg as their financial advisor. We are very appreciative of all the financial advice he has given us since we started with Greg in 1996.”
Manuel and Mercedes D. Daly City, CA

Greg Bernhardt

Greg Bernhart Safe Money Approved
Safe Money Approved
Safe Money Approved Qualified Independent Advisor Partners are committed to the highest ethical standards. Integrity, responsibility, and a “client first” mentality are qualities they personify. They are independent, licensed, and experienced.

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The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here at claytonfinancialcg.com



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Gregory Bernhardt, CFP
Certified Financial Planner
Asset Protection/Retirement Income Planner
San Francisco Bay Area | Financial Services
Education: University of Colorado

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Our goal is to offer our clients sound financial advice and practical solutions to meet their individual needs and create a financial plan that will help our clients “preserve what they already have, protect themselves from financial uncertainty, and pass their wealth to their heirs in the most tax efficient manner possible.”



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