Claudia is a Financial Planner at McLean, where she works closely with senior advisors to serve high-net-worth clients. Her primary responsibilities include creating, implementing, and maintaining comprehensive financial plans for clients.

Prior to joining MAMC, she discovered her interest in financial planning through her experience interning at two other wealth management firms. At Virginia Tech, Claudia was an active member of the Financial Planning Association; she learned about the financial planning profession, attended conferences, and networked with other professionals in the industry.

Education

• B.S. in Financial Planning and Wealth Management, Virginia Tech

Professional Certifications & Associations

• CERTIFIED FINANCIAL PLANNER®
• Member, Financial Planning Association (FPA®)

Greatest Professional Satisfaction

Gaining insight and experience from the wealth management team at McLean Asset Management, who are focused on excellence through financial planning and service to our clients.

Greatest Personal Satisfaction

I love taking on new adventures! My boyfriend and I moved to Arlington in 2024 and have had a great time exploring the area with our pup, LuLu. We’re always on the lookout for new spots to eat and fun, dog-friendly experiences. Outside of that, I really enjoy cooking, getting lost in a good book, or planning my next trip!