Claudine works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies to expediting day-to-day transactions. She joined Adviser Investments in 2014. Previously, Claudine worked for Northwestern Mutual Financial Network in insurance and financial planning. Claudine is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Elon University. In 2022, she was honored in Boston magazine as a Five Star Wealth Manager. In her free time, she enjoys reading, writing, cooking, and spending time with her husband, children and dog.
Five Star Wealth Manager (2022)
CERTIFIED FINANCIAL PLANNER™
Talk to your family about money. Learn from their mistakes and feel empowered in their triumphs. Herein lies a tested roadmap that may help you avoid a lot of headaches on your own personal financial path.
Also, never put something on your credit card you can’t pay off at the end of each month. This reinforces cash management skills and can help orient “want” vs. “need” on large ticket purchases.
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