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Getting to Know Claudia Herrera

Getting to Know Claudia Herrera

November 03, 2021

With her positive but realistic outlook on life, and a joyful laugh to match, Claudia Herrera helps her clients navigate or plan against any challenging situation in life.  From amassing wealth in your 40’s, to keeping an active golf game going in your 60’s, Claudia creates a deep connection with her clients to form a partnership that aims to achieve their financial goals at every stage.


Ahead of her own nuptials, Claudia discusses her growing career in the financial services industry and how she supports her clients through some good and not-so-good financial hurdles in life.

Click the video below to hear Claudia's interview!