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Claudia Herrera, CFP®, MSBA-FTP

Meet Claudia Herrera: Financial Advisor

Claudia’s love for numbers goes back a long way. Early on, she used her skills to craft formulas to calculate the odds for her favorite sports teams. When it came time to choose a career, the thought of spending her days hunched over a calculator just wasn’t appealing. When Claudia discovered financial planning, talents and passions aligned. It’s a career she loves, and she spends every day putting the needs of her clients first as she makes recommendations for managing their money.

A champion and advocate for her clients, Claudia likes to celebrate life with people! Her tangible zeal for life and hearing about others’ experiences is what makes her an incredible asset to the Well-Traveled Wealth team. Tell her your story; tell her about your dreams – she’ll jump right in and cheer you on for the entire journey.

Born and raised in California, Claudia holds a B.A. in economics from San Diego State University. She’s been a financial advisor for more than ten years, and says that the best part of the job is the lifetime relationships with her clients. She puts her competitive side to work for each one, consistently striving for better results.

When she’s not crunching numbers or putting together a master financial plan, Claudia is on the go. She stays in shape by doing Crossfit and playing flag football. She fits into Well-Traveled Wealth perfectly as she loves to travel to different countries with the goal to take a cooking class on local cuisine in each destination for a true cultural experience! Claudia also enjoys just hanging out at home with her Frenchie, Gordo.

Are you looking for someone to advocate for you and walk with you through life’s experiences as you plan for tomorrow? Call to schedule a consultation with Claudia today. 

Contact Claudia