Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Elizabeth Deras Sosa is a financial advisor at Corinthian Wealth Management, registered in California. Claudia Sosa has been in the financial industry since 2020. Claudia Sosa is a Certified Financial Planner™ professional and provides financial planning services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Corinthian Wealth Management (SAN JOSE CA)
IA
Issued 02/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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