Claire Shifren, CFP®

Senior Financial Advisor

About Claire

Claire is a Senior Financial Advisor at Summitry. She primarily works with the Private Client Group and appreciates being in the trusted role with clients needing to make significant financial decisions who seek partnership and sound perspective. She believes managing finances is like a jigsaw puzzle where there may be initial challenges in putting pieces together, but tenacity and discipline help a picture come clearly into focus. Claire is a CERTIFIED FINANCIAL PLANNER™ professional and obtained her CFP® in 2011.

Prior to joining Summitry, Claire earned a degree from the University of California, Davis in 2000. Having almost two decades of tenure with Summitry, she derives great value from the decade’s long relationships with clients and in serving the next generation. Claire guides clients towards investment management strategies which fit their goals and objectives best. She also takes care and in coordinating the partnerships for clients in other areas like estate and tax planning.

Claire is a Bay Area native and recently relocated to Portland, Oregon with her family. She lives with her husband, two young children and two English Bulldogs. Being in the Pacific Northwest she enjoys spending time with her family, hiking, gardening, and on rainy days will be found indoors with a crossword puzzle and good cup of tea.

Q & A

  • What drew you to the Bay Area?

    A Bay Area native who grew up on the Peninsula found herself at 18 heading to college about 100 miles away in bucolic Davis, CA. That short distance was really worlds away from my life of food found coming only from grocery stores and restaurants versus really seeing the food supply chain from inception. (I lived between the sheep barn, pig barn and dairy in my first year as an undergraduate). I found that in the Bay Area, it is possible to temper the fast pace with slow food and the vibrant culture from theater to fine arts all available here. San Jose is my newest place to adventure - with wonderful hiking trails and new restaurants and cuisines to try.
  • If you volunteer for a charity, which one(s) and why?

    I have been a consultant and volunteer for Heart to Heart with Art. Heart to Heart with Art is an educational and charitable group that combines the arts and acts of service to encourage children's creativity and the art of giving back to others. Recent and ongoing projects include art therapy programs held at schools in northern California who had been affected by the wildfires, and providing fresh start kits for recently released female inmates.
  • Three words to describe the Bay Area.

    Fast-paced, Diverse, Growing.
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Chief Growth Officer