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Clay Downey, Cpfa Email & Phone Number

Strategic Retirement Partners at Strategic Retirement Partners
Location: Tulsa Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @srpretire.com 2 phones found area 918 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@srpretire.com
Direct phone (918) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Strategic Retirement Partners
Role
Strategic Retirement Partners
Location
Tulsa Metropolitan Area, United States, United States
Company size
77 employees

Who is Clay Downey, Cpfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Clay Downey, Cpfa is listed as Strategic Retirement Partners at Strategic Retirement Partners, a company with 77 employees, based in Tulsa Metropolitan Area, United States, United States. AeroLeads shows a work email signal at srpretire.com, phone signal with area code 918, and a matched LinkedIn profile for Clay Downey, Cpfa.

Clay Downey, Cpfa previously worked as Manager, Client Services at Strategic Retirement Partners and Employee Benefits Account Administrator at Hub International Mid-America. Clay Downey, Cpfa holds Bachelor'S Of Science In Business Administration (B.S.B.A), Finance, Energy Finance from Oklahoma State University.

Company email context

Email format at Strategic Retirement Partners

This section adds company-level context without repeating Clay Downey, Cpfa's masked contact details.

*@srpretire.com
71% confidence

AeroLeads found 1 current-domain work email signal for Clay Downey, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Clay Downey, Cpfa

Clay Downey, Cpfa is a Strategic Retirement Partners at Strategic Retirement Partners. He possess expertise in social media, microsoft excel, teamwork, customer service, microsoft word and 30 more skills.

Listed skills include Social Media, Microsoft Excel, Teamwork, Customer Service, and 31 others.

Current workplace

Clay Downey, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Strategic Retirement Partners
Strategic Retirement Partners
Strategic Retirement Partners
united states
Website
srpretire.com
Employees
77
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Company profile
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3 roles

Clay Downey, Cpfa work experience

A career timeline built from the work history available for this profile.

Manager, Client Services

Current
Strategic Retirement Partners

Tulsa, OK, United States

Securities offered through LPL Financial, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic.

Aug 2021 - Present

Financial Representative

Northwestern Mutual

Tulsa, Oklahoma Area

  • Assist individuals, families, and businesses to develop a holistic financial plan to achieve their goals.
  • Create presentations and projections to educate clients on how they could improve their current financial situation.
May 2017 - Jan 2018
Team & coworkers

Colleagues at Strategic Retirement Partners

Other employees you can reach at srpretire.com. View company contacts for 77 employees →

SF Steven Faggiolly, Aif®, C(K)P® Steven Faggiolly, Aif®, C(K)P® Colleague at Strategic Retirement Partners San Francisco Bay Area, United States View → SP Shelly Peterson, Erpa,Cpfa Shelly Peterson, Erpa,Cpfa Colleague at Strategic Retirement Partners Ladysmith, Wisconsin, United States, United States View → TL Todd Lohman Todd Lohman Colleague at Strategic Retirement Partners Urbandale, Iowa, United States, United States View → CH Carin Hansen Carin Hansen Colleague at Strategic Retirement Partners Westerville, Ohio, United States, United States View → MK Megan Kohley Megan Kohley Colleague at Strategic Retirement Partners Homer Glen, Illinois, United States, United States View → ME Michael E. Rich Michael E. Rich Colleague at Strategic Retirement Partners United States, United States View → MS Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™ Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™ Colleague at Strategic Retirement Partners Indianapolis, Indiana, United States, United States View → SH Sarah Hughes Sarah Hughes Colleague at Strategic Retirement Partners Stanford, Illinois, United States, United States View → CC Cheryl Castillo Cheryl Castillo Colleague at Strategic Retirement Partners Milwaukee, Wisconsin, United States, United States View → VV Veronica Valdez Veronica Valdez Colleague at Strategic Retirement Partners Los Angeles, California, United States, United States View →
1 education record

Clay Downey, Cpfa education

FAQ

Frequently asked questions about Clay Downey, Cpfa

Quick answers generated from the profile data available on this page.

What company does Clay Downey, Cpfa work for?

Clay Downey, Cpfa works for Strategic Retirement Partners.

What is Clay Downey, Cpfa's role at Strategic Retirement Partners?

Clay Downey, Cpfa is listed as Strategic Retirement Partners at Strategic Retirement Partners.

What is Clay Downey, Cpfa's email address?

AeroLeads has found 1 work email signal at @srpretire.com for Clay Downey, Cpfa at Strategic Retirement Partners.

What is Clay Downey, Cpfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 918 for Clay Downey, Cpfa at Strategic Retirement Partners.

Where is Clay Downey, Cpfa based?

Clay Downey, Cpfa is based in Tulsa Metropolitan Area, United States, United States while working with Strategic Retirement Partners.

What companies has Clay Downey, Cpfa worked for?

Clay Downey, Cpfa has worked for Strategic Retirement Partners, Hub International Mid-America, and Northwestern Mutual.

Who are Clay Downey, Cpfa's colleagues at Strategic Retirement Partners?

Clay Downey, Cpfa's colleagues at Strategic Retirement Partners include Steven Faggiolly, Aif®, C(K)P®, Shelly Peterson, Erpa,Cpfa, Todd Lohman, Carin Hansen, and Megan Kohley.

How can I contact Clay Downey, Cpfa?

You can use AeroLeads to view verified contact signals for Clay Downey, Cpfa at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.

What schools did Clay Downey, Cpfa attend?

Clay Downey, Cpfa holds Bachelor'S Of Science In Business Administration (B.S.B.A), Finance, Energy Finance from Oklahoma State University.

What skills is Clay Downey, Cpfa known for?

Clay Downey, Cpfa is listed with skills including Social Media, Microsoft Excel, Teamwork, Customer Service, Microsoft Word, Powerpoint, Microsoft Office, and Leadership.

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