Claire works with business owners and professionals who want their financial decisions to support both their wealth and the life they’re building.
Many of her clients are actively scaling businesses, advancing careers, raising families, and managing multiple income streams. Claire brings clarity and structure to that complexity, helping them move forward with confidence and stay focused on what matters most.
She specializes in:
- Comprehensive financial planning
- Planning for business owners and individuals with multiple income streams (W-2 + 1099)
- Retirement planning for high earners in the accumulation phase
- Investment strategies aligned with real-life goals
Claire is the creator of the Her Money event series which aims to make financial conversations more approachable, particularly for women, and is passionate about expanding access to financial education helping people feel more confident in their financial decisions.
She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor℠ and holds a Master of Science in Financial Planning. Claire was recognized as a Rising Star in Finance by San Diego Magazine at the 2025 Celebrating Women Summit.
Outside of work, Claire is a mom who values both a meaningful career and being fully present at home. She enjoys time with her family, being near the ocean, and planning her next trip.