ADVISOR BIO

Claudia Cypher Kane is a financial advisor with Raymond James Financial Services Advisors, Inc., in Roseville, CA. Claudia is registered as a broker-dealer and an investment advisor. She has over 35 years of experience in the industry. Claudia's areas of expertise include retirement planning, investment management, and wealth management for individuals and families. Claudia is a Certified Financial Planner and a Certified Divorce Financial Analyst. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Claudia is committed to providing her clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Claudia Kuo is a financial professional who has been in the industry since March 20, 2023. Claudia is registered with Citigroup Global Markets Inc. and is licensed to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Claudia specializes in asset allocation advice, financial planning, pension consulting, and publication of periodicals. Claudia offers portfolio management for both businesses and individuals.

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ADVISOR BIO

Claudia Vazquez-geis is a financial professional with over 18 years of experience in the industry. Claudia is currently registered with LPL Financial LLC and has been with the firm since April 2024. Previously, Claudia has held positions at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., SUNSET FINANCIAL SERVICES, INC., SLOAN SECURITIES CORP., and BANC OF AMERICA INVESTMENT SERVICES, INC.. Claudia holds Series 7, 24, 51, 63, and 66 licenses. Claudia specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and other businesses. Claudia also provides consulting and other non-discretionary advisory services. Claudia is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Claudia Marie Denton is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Francisco, CA. Claudia has been in the securities industry since October 26, 2003. Claudia has a wide range of experience in the financial services industry, having worked for Morgan Stanley DW Inc. in Purchase, NY before joining Merrill Lynch. Claudia Denton is registered in 16 states for both securities and investment advisory services.

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ADVISOR BIO

Claudia Frantz is a Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc.. Claudia has been working in the financial industry since September 2021. Claudia has passed the Series 7TO, SIE, and Series 66 exams. Claudia is registered to provide investment advice in California and New Jersey and has a branch office location in New York City. Claudia's primary focus is in financial planning.

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ADVISOR BIO

Claudia Jenkins has been in the financial services industry since 2001. Claudia is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California. Claudia is a Series 7, Series 63, Series 65 and Series 66 licensed professional and has worked at a number of firms including Merrill Lynch, Pierce, Fenner & Smith Inc., BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC.. Claudia offers a range of financial services including portfolio management for individuals and businesses, educational seminars, pension consulting and selection of other advisers. Claudia is a licensed professional and has been actively providing financial advice for over two decades.

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ADVISOR BIO

Claudia Song is an investment advisor representative associated with Allmerits Asset, LLC, based in Buena Park, California. Claudia is registered in California and has passed the Series 65 exam. Claudia has been in the financial services industry for over 10 years and has experience working with clients in the areas of pension consulting, financial planning, and portfolio management for individuals. Claudia has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Claudia Thompson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Claudia has been in the financial services industry since 1991. Claudia holds the Series 7, Series 8, Series 9, Series 63, Series 65, and Series 66 securities licenses. Claudia is registered to provide investment advice in 45 states. Claudia's areas of expertise include portfolio management for individuals and businesses.

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ADVISOR BIO

Claudia 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.

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ADVISOR BIO

Claudia Mata is a financial advisor who has been in the industry since 2006. Claudia is a registered representative of U.S. Bancorp Advisors, LLC and is licensed to provide investment advice in California, Illinois and Washington. Prior to joining U.S. Bancorp Advisors, LLC, Claudia worked at BANC of America Investment Services, Inc. Claudia has a variety of experience in the financial industry, including financial planning, portfolio management and selection of other advisors. Claudia specializes in working with individuals, businesses, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS