Gregory Bernhardt, CFPCertified Financial Planner
Asset Protection/Retirement Income Planner
San Francisco Bay Area | Financial Services
Education: University of Colorado
Clayton Financial Consulting Group, formerly Clayton Consulting Group, was established in 1993 in Clayton, CA. Greg Bernhardt, owner and president, is a well-known financial advisor and educator in Northern California and has been providing sound financial advice for over 30 years. Greg is a graduate of the University of Colorado and became a Certified Financial Planner (CFP®) in 1985. Well-versed with the needs of both Senior and Boomer markets, Greg believes each individual’s case to be unique. He relies on his years of extensive experience and know-how to develop tailored, high-quality solutions that achieve his clients’ desires and life goals. Since 1980, Greg has been a guest speaker (as well as holding his own seminars and workshops) for such companies such as Lockheed Martin, IBM, Sun Microsystems, Juniper Networks, Cadence Design Systems, the V.A. Hospital in San Francisco, among others, where he educates his attendees on retirement planning strategies with particular emphasis on conservative investments designed to preserve assets. Greg has also been a guest speaker on “Safe Money Radio,” a Christian Radio Station on KFAX-AM. In 2011, as reported in the Diablo Magazine, Greg received the prestigious “Five Star Wealth Management Award” given to a select group, representing less than 3% of licensed wealth managers in the Bay Area.
Prior to starting his own company in 1993, Greg began his professional career as an accountant with the “Big Eight” accounting firms in Denver. He then joined E.F. Hutton for eight years. Subsequently he advanced to become the Western Regional Retirement Planning Specialist for both Merrill Lynch and Fidelity Investments. In addition, Greg is President of the East Bay Chapter of the Society for Financial Awareness (SOFA), a non-profit 501c3 educational speaker’s bureau designed to empower all individuals to take charge of their finances and to educate members and employees of non-profit organizations in our community on how to find the most efficient use of their money.