Irwindale Chamber of Commerce, Business Ambassador of the Month
Enjoys spending quality time with family, friends & her 3 dogs
Immigrant & Native Mandarin Speaker
Will video conference with clients to make it easier
For every client Claudia works with, she believes there is always an opportunity to better allocate financial resources and to put the dollar to its best use. Claudia spends a lot of time with her clients to get to know them better, their successes and what keeps them up at night. She believes a personal, thorough and flexible financial plan can make a major difference in one’s life. Claudia works together with her Advisor team to make progress on client goals, whether it be saving for a home, retirement or just a greater sense of financial freedom.
As an immigrant who recently got married, Claudia has a real passion for those who are just starting out as well. Everyone wants to make financial changes at various periods in their life, and she wants her clients to know it’s ok to seek professional guidance.
Claudia is driven by supporting her clients through their ups and downs, taking meaningful steps to get them closer to their goals and helping to set them up for a sound retirement. She is humbled by the trust her clients give her, and grateful for opportunities to work with them. When not working, she enjoys spending time with her husband and two dogs, exploring new restaurants, traveling and meeting new friends.
In addition, Claudia is involved with Irwindale Chamber of Commerce (Business Ambassador Vice Chair), a member of the Arcadia Chamber of Commerce and affiliated with the Arcadia Association of Realtors.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence every day.