Management Team

Claudia Sawaf, Director of Field Development

Many years of heading up a successful Financial Planning practice along with a passion for training and recruiting led Claudia Sawaf to her current position as the head of Trilogy’s Department of Field Development, in charge of the Recruiting Division and Corporate Training Programs. In this role, Claudia continues to assist her clients on the path to Financial Independence.

Her practice focuses on assisting her clients to attain their most meaningful life goals. An important part of her planning process includes helping her clients to accumulate and then preserve and sustain their wealth to benefit future generations they choose. To empower people to take charge of their finances, Claudia is also involved in an educational initiative which provides a turnkey financial education service to organizations and the community.

Joining Trilogy in 2001 as an Investment Executive, Claudia was later promoted to Vice President in 2004. She left for a short time to relocate overseas, and then returned to assist the company with its aggressive expansion plans. She holds series 6, 7, 63 and 66 licenses, and the California Insurance License for Life, Health and Long Term Care.

Her financial planning practice was recognized in 2007 with San Diego Magazine’s Five Star Wealth Manager Best in Client Satisfaction Award. Claudia is a member of Toastmasters International, the National Association of Women Business Owners and the Advisors Forum for Wealth Managers.

Claudia graduated from the College of Commerce in Vienna, Austria with a concentration in accounting, economics and business administration. She spent 15 years managing properties and staff for the renowned Intercontinental Hotels on 3 different continents, and was one of the youngest female executives promoted to run the Rooms Division department in Dubai, UAE.

Born and raised in Austria, Claudia has been married to her husband, Mark for 8 years. They are raising two daughters and enjoy traveling, the outdoors and spending quality time as a family.