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 graduate of Elon University. In her free time, she enjoys reading, writing, cooking, and spending time with her husband, children and dog.
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.
85 Well Avenue, Suite 109Newton, MA 02494
* All times are EDT
Intergenerational Financial Planning
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.