In her role as Wealth Advisor, Claire brings her passion for helping others to our firm’s clients by assisting them in working towards their long-term financial goals. Claire specializes in:
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
Prior to joining Overland & Shanahan Wealth Advisors, Claire served as an LPL Financial Advisory Consultant. As an Advisory Consultant, she worked closely with financial advisors across Southern California by providing comprehensive case consultations & recommendations to assist in meeting their client’s financial needs. During her time with LPL Financial she was nominated for numerous All-Star awards and won the Sales Excellence award in 2020.
As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor℠, Claire has a passion for learning and for enhancing her ability to support clients in pursuing their financial goals. She is continually driven to improve her skills to better help those around her. Claire holds additional securities registrations through LPL Financial.
Claire is a graduate of Marquette University with a Bachelor of Science degree in Finance, as well as a Master of Science degree in Financial Planning from the College for Financial Planning. Outside of the office you will find her surfing the California coast, reading a best-selling book, and occasionally traveling the world. She especially enjoys spending time in the great outdoors with her husband and pup, surrounded by family and friends.