Claudia has over 30 years of experience in wealth management. She works with high-net-worth individuals, institutions, endowments and charitable institutions. As a CERTIFIED FINANCIAL PLANNER™ professional, Claudia has extensive knowledge in investment planning, insurance and risk management, income tax planning, retirement planning and estate planning strategies. She serves as a Managing Partner of Gainline Financial Partners.Claudia works with clients to identify their values, goals and aspirations, and then builds a customized wealth management plan in line with those objectives. She firmly believes in creating client relationships based on respect, trust and integrity. Claudia views Gainline Financial Partners as a well-integrated team : each member brings different skills and strengths to the overall goal of helping clients advance towards their goals and live life on their terms.A long time resident of Boulder, Claudia has a long history of serving the community, including leadership and board positions with Community Food Share, Colorado Therapeutic Riding and Boulder Valley Dressage. She is currently on the Board of Guide Dogs For the Blind, the largest Guide Dog school in North America. In addition to being on the Board, she is a volunteer puppy raiser and is currently raising her 8th puppy, Arlo a male Golden Retriever. Gainline Financial Partners provides wealth management, investment planning, and comprehensive service to families and business owners. Our team is committed to creating a tailored plan that helps you achieve your financial goals. With more than 100 combined years of financial experience, we have the experience and knowledge to navigate complex markets and create customized plans for our clients. Interested in learning how we can help you put together a plan for your future? Email me at Claudia@GainlineFP.comAdvisory Services offered through Gainline Financial Partners, LLC a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.