Having gone through a huge life transition myself with 4 children, I love sharing what I have learned with other women and help them take proactive action steps towards success and financial freedom. I love adding value to other women's lives by providing financial education and empower women to set goals and understand what is in their best interest, so they can make wiser choices around their finances and create the life they envision to live.
Claudia joined Financial Reserve in 2016. She is a Certified Financial Planner™ professional and holds FINRA 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
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Reserve and Cambridge are not affiliated. Cambridge does not provide tax advice.
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