FINANCIAL RESERVE | FINANCIALRESERVE.COM/FR/ CLAUDIA@FINANCIALRESERVE.COM | (503) 906-2426
About: Claudia, CFP®, joined Financial Reserve in 2016. She is a Certified Financial Planner ™ and she holds Series 7 and 66 licenses with Cambridge Investment Research as well as life and health licenses.
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 Financial Reserve, she worked with Merrill Lynch Wealth Management. Claudia is passionate about making a positive difference in clients' lives by helping them define specific measurable goals and create a plan to achieve their goals and dreams. In her search to consistently add value to her clients' lives, she focuses on client education, so that they can make confident and informed decisions, and on coaching them for success, so that her clients can be empowered to create the life of their dreams. 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 provides investment management, financial planning, as well as financial and success planning to help clients live the life they would like to create independent of life's circumstances. Her expertise lies in helping clients develop specific measurable financial, personal, and professional goals and create a plan with concrete action steps towards their goals.
Quote: "It's not what we get. But who we become, what we contribute, that gives meaning to our lives." — Tony Robbins
Connect: Contact Claudia at claudia@financialreserve.com or at (503) 906-2426 or visit her website below!
MEMBER SINCE DECEMBER 2020
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