RFG ADVISORY | WWW.RFGADVISORYWEALTH.COM | CPORTER@RFGADVISORY.COM | (503) 523-4322
About: Claudia, CFP®, joined RFG Advisory in 2025. She is a Certified Financial Planner®.
Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from the Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education teaching linguistics and English to international students in both in Germany and the U.S.
Prior to joining RFG Advisory, she worked with Merrill Lynch Wealth Management and Cambridge Investment Research. Claudia is passionate about making a positive difference in clients' lives by helping them define specific measurable goals that are aligned with their values and create a plan to pursue the life of their dreams. In her search to consistently add value to her clients' lives, she focuses on client education and coaching, so that they can make confident and informed decisions and feel empowered to prioritize the future they have always envisioned. She sees the value of having powerful professional connections to better serve and educate her clients and, at the same time, providing mutual growth among the members of those professional networks.
Specialties: Claudia specializes in wealth management and financial planning, with a focus on guiding clients to discover what truly matters to them. By helping clients gain clarity, purpose, and confidence, she empowers them to build the future they've always envisioned. Claudia is particularly skilled at assisting individuals through life transitions, supporting them as they pivot toward a future that she helps them carefully craft.
Quote: “Success is not what we get. But who we become, what we contribute…. that gives meaning to our lives.” – Tony Robbins.
Connect: Contact Claudia at cporter@rfgadvisory.com or at (503) 523-4322 or visit her website below!
MEMBER SINCE DECEMBER 2020
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