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Securities products and services are offered through Pruco Securities, LLC, (PRUCO) (member SIPC).

Life insurance and annuities are issued by The Prudential Insurance Company of America, Pruco Life Insurance Company (except in NY and/or NJ) and Pruco Life Insurance Company of New Jersey (in NY and/or NJ). Financial planning and investment advisory services are offered through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. All are Prudential Financial companies located in Newark, NJ and each is solely responsible for its own contractual financial obligations.

Disability income insurance, long-term care insurance, and health insurance are issued by unaffiliated insurers are sold through Prudential Insurance Agency, LLC (PIA). Availability varies by carrier and state.

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Pruco Life Insurance Company, an Arizona company - California COA # 3637. The Prudential Insurance Company of America - California COA # 1179. The Prudential Life Insurance Company of America Newark, NJ.

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Clay Scholes

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Clay W. Scholes, RICP

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

A failure to plan is planning to fail.

Build Your Plan

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

Private Banker

The Private Bank - Union Bank

April 2017 - August 2018 | North Orange County - 4 Branch Territory
Private Client Banker

J.P. Morgan Chase - Chase Private Client

January 2004 - April 2017 | Newport Beach, CA

The Prudential Difference

Licenses/Registration
- Variable Annuities: CA, NV, TX
- Securities License: CA, NV, TX
- Variable Life Insurance: NV(CA License #0G60927)( TX License #2522363)
- Fixed Annuities: NV(CA License #0G60927)( TX License #2522363)
- Life Insurance: NV(CA License #0G60927)( TX License #2522363)

Clay Scholes offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Clay Scholes offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.

Clay W. Scholes, RICP | Prudential Financial Advisor