Cornhall Tax & Financial Planning provides integrated tax and financial planning services
designed to help clients make informed financial decisions and plan for long-term financial
stability.
I provide California financial planning and tax planning for nurses, medical professionals, retirees,
pre-retirees, and small business owners who value proactive, year-round guidance.
As an Enrolled Agent (EA) and Retirement Income Certified Professional® (RICP®) with a background
in economics, accounting, and long-term financial planning, I help clients coordinate financial planning,
retirement income planning, tax strategy, and cash-flow decisions into one integrated approach
particularly important in a high-tax state like California.
I grew up in Huntington Beach, California, where discipline and structure shaped my early years. I
studied Kempo Karate from childhood through my teens and later taught Kempo as an adult,
experiences that continue to influence my methodical, long-term approach to planning and client
relationships.
My education includes an Associate of Arts in Math and Science from Golden West College, where I
was the starting water polo goalie for California State Championship teams, followed by studies at
Chaminade University of Honolulu, where I served as Student Body Treasurer and Accounting Club
President. I completed my education at UC Santa Barbara, earning a double major in Economics with
an emphasis in Accounting.
In 2003, I was diagnosed with terminal spinal meningitis and spent several years recovering. That
experience permanently shaped how I view risk management, retirement income planning, and
informed financial decision-making.
I began my financial planning practice in 2007 and spent 13 years with the same firm. In 2020, I
transitioned firms while retaining approximately 97% of my client base, reflecting long-term
relationships built on trust, consistency, and clarity.
I n 2022, I stepped away from active financial planning to deepen my technical expertise in tax planning
and tax preparation, ultimately earning my Enrolled Agent (EA) license, federally licensed by the IRS in
2025.
Today, I specialize in financial planning, retirement income planning, and tax planning for nurses and
medical technicians, medical professionals, retirees and pre-retirees, and small business owners.
Serving clients exclusively in California.
Phone: (562) 252-6233
Email: ccornhall@innovationpartnersllc.com
Clayton Cornhall is a registered representative of and offers securities through Innovation Partners LLC , Member FINRA/SIPC.
Clayton Cornhall is An Investment Advisor Representative of IP Financial Services. Investment advisory services are offered through IP Financial Advisory Services LLC, a SEC registered investment adviser.
Cornhall Tax & Financial Planning, Innovation Partners LLC, and IP Financial Advisory Services LLC are not affiliated entities. Check the background of this investment professional on FINRA’s BrokerCheck.
Additional information about IP Financial Advisory Services LLC is available at https://adviserinfo.sec.gov
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The information provided on this website is for informational purposes only and does not constitute a solicitation, recommendation, or offer to buy or sell any securities or financial instruments. Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Innovation Partners, IP Financial Advisory Services LLC, and its representatives do not provide tax or legal advice; please consult with a qualified professional regarding your individual situation. This site is published for residents of the United States only. Registered representatives of Innovation Partners LLC and Registered Investment Advisors with IP Financial Advisory Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services
referenced on this site are available in every state and through every representative or advisor listed. Licensed in CA.