Management Team

Claudia Sawaf, Director of Field Development & Vice President of Client Services

Claudia Sawaf is considered to be one of the most respected financial planners in the industry. The level of commitment and dedication she gives to her clients is extensive and multifaceted. Claudia creates comprehensive strategies, and manages all the complexities surrounding the financial planning needs of her clients. Her finesse and experience enable her to help her clients with their many life goals.

In addition to running a prestigious financial planning practice of her own, Claudia fully engages within Trilogy Financial Services to exude her passion for helping others become educated and successful in this industry. She is a proven leader, and is influential within her role as trainer, mentor, advocate and leader to her fellow advisors.

Claudia is Vice President of Client Services and Director of Field Development at Trilogy Financial Services. She is also an Investment Advisor Representative with National Planning Corporation. Prior to joining Trilogy, she spent several years as a successful business executive within the hospitality industry in both the United States, and internationally. She has been instrumental with client services, revenue & goal plan implementation, and project & team management. Her results include both short and long term successes.

It is Claudia’s pleasure to help those who are serious about their financial situation. With her practice being built by referral and personal introduction only, she brings her commitment to service and excellence to all her clients.

Born and raised in Austria, Claudia has had the benefit of worldly experience and education. She harnesses her positive energy, experience, education and passion into everything she does. Her ability to have life balance is extraordinary, and her values and business practice exemplifies the importance of balancing business with her family life. Claudia lives in Scottsdale, with her husband, Mark, and two daughters and enjoys travelling, hiking and spending time together as a family.