By Clay Elliott, CFP®, AAMS®, CRPC®
People often ask me how and why I became a financial advisor. Well, we’re all a product of our experiences, and I’m no different. I’d like to take a few moments in this video to share about the experiences in my life that led me to this industry and explain why Oak Capital Financial Advisors was founded, how we operate, and why our story may matter to you.
At Oak Capital, our mission is to be the keepers and protectors of our clients’ lifestyle, because in an instant life can change. Together we can take the steps to protect you and your family from unforeseen circumstances that can negatively impact the lifestyle you want to live.
About Clay
Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Financial Partners, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. Since becoming a financial advisor in 2016, Clay prides himself on working toward his clients’ best interests as a fiduciary. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help them pursue their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully.
Clay holds a bachelor’s degree in marketing from Louisiana State University as well as the CERTIFIED FINANCIAL PLANNER™ designation. He is also an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor.
Outside of work, Clay enjoys spending time with his wife, Claire, and daughter, Camille, playing tennis, fishing, and attending LSU sporting events. An active participant in his community, Clay is involved with The Emerge Foundation Center for Autism, the West Baton Rouge Chamber as an ambassador and member of the Governmental Affairs Committee, is a board member for the Louisiana Chapter of the Financial Planning Association and West Baton Rouge Small Business Council, and a member of Port Allen Rotary Club. He was also named Young Professional of the Year by the West Baton Rouge Chamber of Commerce. To learn more about Clay, connect with him on LinkedIn.
