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“Bob and I are so happy and comfortable with the investments you have presented to us, and only after our full understanding of what they will do for us, invested our money in them.

We want to thank you again for your advice and your patience with us. We have talked to other consultants and none had done the research and custom-fitting of investments to clients’ needs as you have. You are the best!”

Bob and Helga L.
Concord, CA

“Greg Bernhardt was very helpful in assisting me in reinvesting assets after my parents passing. Greg has always been extremely informative, transparent and professional. I have total trust and confidence in Greg’s advice.”


Mike H.
Martinez, CA

“We have been a client of Clayton Financial Consulting Group for over 10 years. Greg has proven his knowledge and has helped us with his ability to guide us in outstanding investment funds for our retirement portfolio. We highly recommend Greg to all our friends for all their financial needs.”


Bob and Penny G.
Concord, CA

“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

“I have been a client of Clayton Financial Consulting Group for well over a decade. I cannot imagine trusting my finances to anyone else. I would and have recommended Greg to friends and family.”

Beverly A.
Walnut Creek, CA

Testimonials may not be representative of the experience of other clients; and are not indicative of future performance or success.

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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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