Our Team

Jason B. Vanclef
  • Jason B. Vanclef

  • RFC, CEP, President, VFG Advisors, dba Vanclef Financial Group

  • Tel: 310-410-8341
  • Fax: 310-410-8340

Jason Vanclef was born in Eugene, Oregon and grew up in Palo Alto, CA. He attended Cal Poly, San Luis Obispo, earning a B.S. in Biological Chemistry. Over the years, Jason has felt that this degree taught him to think “outside the box” versus traditional degrees in Business or Finance. After 5 years as a Homicide/Narcotic Senior Criminalist with the California Sheriff’s Department, Jason created Vanclef Financial Group, Inc., a comprehensive financial services practice, offering planning services to a wide range of individuals and small businesses. For over a decade, he has been working on developing asset preservation, retirement and estate planning strategies. Jason has mentored and coached many representatives on his contrarian and his viewpoint about the necessary addition of tangible assets to a financial portfolio. Jason dispels the myth that the stock market is the key to retirement. Rather, he takes the position that regular and consistent cash flow is the only way to securely retire. In early 2009, Jason decided to separate himself from other independent advisors and build his own Registered Investment Advisor. VFG Advisors, Inc. allow clients and representatives alike to access best in class financial products and services with full transparency and disclosure. Jason is a Series 24 (General Securities Principal), Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) state register financial representative, and also has his California Life Insurance license CA# 0D54993. Additional certifications include the Certified Estate Planner (CEP) and Registered Financial Consultant (RFC) professional designations. Jason and his two sons Grant and Cole lives in the community of San Luis Obispo, CA. Whether your needs are due to a sudden inheritance, property sale, separation from your company or you simply feel in need of a second opinion, please contact Vanclef Financial Group and Jason Vanclef to explore strategies that may best fit your particular situation. Client reviews are confidential and always complimentary

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Christopher Dukes
  • Christopher Dukes

  • Financial Advisor

  • Tel: 805-449-8700
  • Fax: 877-599-2177

We have been working with individuals and businesses in the area for several years. Christopher Dukes has many years both personal and professional experience in the financial services area. Mr Dukes is registered to sell a variety of investment and insurance products. Series 7 (General Securities Representative) and Series 65 (Investment Advisor Representative) state register financial representative, and also has his California Life Insurance license CA #0H05070. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more sound financial future. We’re looking forward to using our expertise to help you achieve your financial goals.

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Kim R Kunz
  • Kim R Kunz

  • Registered Principal

  • Tel: 805-461-0681
  • Fax: 805-460-0355

Kim R. Kunz, Registered Principal, has been in Financial Industry Services since 1979 and specializes in retirement planning and wealth management. Mr. Kunz has been a featured speaker throughout the Western United States at public and corporate information seminars with focus on American business, financial industry and estate planning and investing money successfully. He has an years of background in all areas of corporate business planning, estate and investment planning, private placements and corporate finance. Mr. Kunz takes the time required to build long term relationships and earn the respect of each client by delivering more than they expect. When there is a challenge or problem, he is the guy that will find the solution and work hard to earn and keep each client's confidence and trust year after year. He also has been very active in serving in his community in various charitable and non-profit organizations. Kim and his wife Melodie have five grown children and enjoy their nine grandchildren more than anything in their lives currently.

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Linda Wimsatt
  • Linda Wimsatt

  • President, Coast Capital Wealth Management

  • Tel: 760-599-6558
  • Fax: 760-444-3222
Patrick Morehead
  • Patrick Morehead

  • Financial Advisor

  • Tel: 310-410-8341
  • Fax: 310-410-8340