Claire serves clients as a Senior Financial Advisor. Her primary responsibility is to build clients’ understanding of their portfolio management strategies and connect these strategies to their specific goals and time horizons. Claire often coordinates with other third party professionals when conducting the financial planning review for clients. In addition, she specializes in evaluating employer-sponsored retirement plans and benefits programs.
Claire joined Summitry in 2004. Previously, Claire worked at Bonham and Butterfields art auction house as a Client Service Specialist. She obtained her Bachelor of Arts in Art History and Design at UC Davis in 2000. Claire is a Certified Financial Planner™, and an active member of the Financial Planning Association of Silicon Valley (FPA®), and the Peninsula Estate Planning Council.
A Bay Area native, Claire currently lives on the Peninsula with her Italian Greyhound, Rufus. The Fine Arts remain a passionate interest for Claire, a fan of PBS’s ‘Antiques Roadshow’ and member of the SF Fine Arts Museums.