Claudia is a Wealth Planning Analyst, formulating and strategizing new planning ideas and methods with the goal of simplifying her clients’ lives. Claudia aids her fellow advisors by analyzing clients’ current financial picture. She is also proficient in income tax and estate planning regulatory changes, highlighting the impact on her clients, and financial planning strategies.
Prior to Waldron, Claudia worked in the investment space, supporting investment systems evaluation and analysis of portfolio design decisions. She specialized in and utilized financial planning to drive portfolio construction, providing a holistic view of clients’ financial roadmaps. Claudia received her B.A. degree in Economics and Finance from Boston College. She passed her CFP® certification with Northwestern University and her CIMA® certification with Yale University.
Claudia enjoys traveling to Europe to visit extended family. She is an avid snow skier, swimmer and enjoys playing beach volleyball. Claudia has a deep appreciation for classical music. She is also an active member of the Junior League of Washington in Georgetown, Washington, D.C. whose mission is to advance women’s leadership to foster meaningful community impact through volunteer action.
