Clayton Dunkle

Practice

I am an IAR for an independent registered investment advisor in Sonoma County. We offer comprehensive financial planning as part of our asset management fee. Most of our clients take us up on that offer, and meet with us throughout the year to review their finances and long‑term goals. Estate planning is an important consideration in a client’s financial life, so we are sure to factor it into our planning and discussions. However, it’s one of the weaker areas of my knowledge‑base. We have attorney connections locally that we refer out to, but I’m looking to build more connections and increase my knowledge so I can better serve my clients.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Charitable gift planning
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.