Claudia has been serving the financial needs of professionals, women investors, business owners and retirees for more than seven years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Claudia takes a comprehensive approach to addressing your financial needs. After getting to know you and fully understand your investment objectives and your tolerance for risk, Claudia works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Claudia works diligently to help you develop both your personal financial plan and a detailed investment strategy.
Claudia’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and strive for your long-term financial goals.
Claudia graduated from Universidad Nacional Autónoma De Mexico with a degree in architecture and industrial design. Prior to joining Raymond James in 2023, Claudia worked for Edward Jones for seven years. Away from the office, Claudia enjoys running, traveling and spending time with her family.
Investing involves risk, and you may incur a profit or loss regardless of the strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.