Consulting
with Purpose
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PHILOSOPHY
Growing up, Clay Beccue, the Founder of Presidio Finacial Advisors experienced financial ups and downs. Some years were more trying than others. This experience taught him how meaningful financial security is, and how short-term decisions significantly impact the long term. This became the reason why he started Presidio Financial Advisors.
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EXPERIENCE
Clay worked at both big and small financial companies and served a variety of clients, including individuals, small businesses, and large corporations. His roles have ranged in scope and focus, but all have contributed to growing a wider knowledge base, enabling him to better serve his clients in many areas. In every role, he has enjoyed getting to know people, sharing his knowledge of investments and financial markets, and acting as a sounding board.
EXPERTISE
After graduating from Holy Cross in 2006 with a degree in Economics, Clay felt maintaining a high level of knowledge was equally important to maintaining a high level of ethics. Therefore he pursued and earned the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation to provide the highest quality of expertise for his clients.
COMMITMENT TO COMMUNITY
Clay believes in consulting with a purpose and therefore is part of financial literacy programs at UCSB and SBCC that teach financial principles to help prepare students to make wise financial decisions as they graduate.
Financial FAQ's
When clients ask for financial advice, they often voice the following concerns:
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I don’t understand what my advisor is doing. When I ask them questions, they act like I am not worth their time.
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My company is changing our retirement plan and I don’t know what it means. Can you look at it?
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I have been trying to invest on my own but don’t know where to start – it’s overwhelming.
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I inherited some money recently and am not comfortable investing on my own.
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I don’t have millions, so nobody wants to work with me.
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Can you take a look at my investments and let me know if I am even on the right track?
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I am not sure if my advisor is a fiduciary. Why does that matter?
If you can identify with any of the above, or are curious and want to learn more about our services, please click below and reach out to us with financial questions and we'd be happy to set up a 30 min free consultation.
CO-FOUNDER
Deborah Lynch
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Deborah Lynch
Phone: 123-456-7890
Mail: info@mysite.com
CO-FOUNDER
Clay Beccue
Clay D. Beccue is the founder of Presidio Financial Advisors LLC. Before creating Presidio Financial Advisors, Clay was a Vice President in commercial banking with JP Morgan Chase, which he joined in 2019. Prior to joining JP Morgan Chase, he served as a Vice President and commercial lender at American Riviera Bank beginning in 2013. Prior to relocating to the West Coast, Clay was a portfolio analyst at Loomis Sayles in Boston, where he was responsible for client reporting and analytics for corporations, endowments, and foundations, and crafted investment strategy commentaries. Prior to his roles at Loomis Sayles, Clay was a manager of an account controller group at State Street Corporation. The group was charged with the accounting and custody of mutual funds from a handful of investment companies. Clay earned a BA in economics from the College of the Holy Cross. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Clay is also a member of the CFA Institute, CFA Society of Los Angeles, and CAIA Association.
Clay Beccue
Phone: 123-456-7890
Mail: info@mysite.com