Claudia Kane
Independent Financial Advisor at Beacon Wealth Strategies/Raymond James
- Role
- Financial Advisor at Raymond James
- Location
- El Dorado Hills, CA, US
- LinkedIn followers
- 500 followers
About Claudia Kane
Designations: Certified Financial Planner CFP(r), CDFA(r), CPWA(r), CIMA(r)…
Experience
Financial Advisor
Oct 2011 — Present
Specializing in custom financial planning, retirement planning and divorce financial planning.Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Beacon Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
Education
Queen's University, Belfast
Bachelor of Arts
1970 — 1973
University of Chicago,Booth School of Business
CPWA
2008 — 2008
Skills
- Portfolio Management
- Separately Managed Accounts
- Asset Management
- Mutual Funds
- Iras
- Asset Managment
- Investment Strategies
- Financial Advisory
- Certified Divorce Financial Analyst
- Investment Management
- Uniform Combined State Law
- Strategic Financial Planning
- Insurance
- Alternative Investments
- Securities
- Investments
- Investment Advisory
- Asset Allocation
- Etfs
- Finance
- Retirement
- Equities
- Retirement Planning
- Financial Services
- Series 63
- Retirement Plan Consulting
- Estate Planning
- Wealth Management Services
- Financial Analysis
- Wealth Management
- Series 7
- 401k
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