Claudia began her career in the financial services industry when she joined AIM Funds in 1995. In March of 2009, after spending more than 10 years with a national brokerage firm, Claudia joined Wallstreet Texas. She was awarded a Five Star Award for Client Satisfaction among Wealth Managers in Texas Monthly Magazine for 2013, 2015 2016, 2017, 2018, 2019, 2020 & 2021*. In 2015 she was recognized as a top Financial Advisor and named to the LPL Financial Freedom Club for her continued service to her clients.
Claudia is very active in the community. She is a graduate of the 2010 Leadership for Non Profit Excellence sponsored by the Fort Bend Chamber of Commerce and The George Foundation. Claudia also was named by the Fort Bend Business Journal’s 40 under 40 for 2015, based on peer nominations.
She offers unique sophisticated solutions to pursue the needs of individuals and corporations. Claudia has shown her clients a time-tested discipline based on solid advice, process and resources. She is at the core of the relationship with her clients.
Securities: Series 7, 63 and 65 = Registrations held with LPL Financial
Insurance: Group 1 - Life and Health
BBA (Finance) - Texas A&M University
Houston Center for Literacy - Advisory Board Member
Fort Bend Literacy Council - Previously served as Chairman of the Board
Fort Bend Chamber of Commerce - Previously served as Secretary, Treasurer
Former Member of Texas A&M Association of Former Students
Better Business Bureau of Houston - Former member of the Finance Committee
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Managers.