Clay Malcolm
Connect with Clay:
Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor.
He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals throughout the county on the benefits of self-direction.
Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University.
InVesti Financial
Investi spawned from two different sides of the financial industry. One side was FinTech and the other being a traditional financial advisor/record keeping service.
The founders joined together and developed a software platform specifically built to address the pain-points of both administrators and the participants.
