Claudia Arnold
Partner & Senior Wealth Advisor, providing Clarity, Simplicity and Peace of Mind through common sense wealth management strategies
- Role
- Partner & Senior Wealth Advisor at Mission Wealth
- Location
- Laguna Beach, CA, US
- LinkedIn followers
- 500 followers
About Claudia Arnold
Claudia translates her earliest experience in global hospitality to 20+ years of providing world class service and personal care to help her clients achieve their visions and goals. As an Advisor at Mission Wealth, Claudia serves private wealth clients and private foundations. She owned and operated her own fiduciary planning practice until 2019 when she joined Mission Wealth to provide even greater resources and a broader team of experts to her esteemed clients. Claudia graduated from the Vienna Business School, completed leadership course work at Cornell University in Paris and has been awarded the Accredited Behavioral Finance Professional (ABFP) and Accredited Investment Fiduciary (AIF®) designation.* Wealth Management and Financial Planning * Over 2 decades assisting successful clients to not only accumulate wealth, but stay wealthy. Institutional investment strategies, Social Responsible (SRI) & ESG Investment strategies, and faith based investing; Charitable planning Strategies, Asset Protection and strategies to mitigate taxes * Specializations * Physicians, business owners (privately held companies, medical practices, entrepreneurs) Private Foundations & Endowments Early retired corporate executives and those nearing financial independence Independent Women & Women in transition Retirement Plans (401k\'s/Profit Sharing/Defined Benefit Pension Plans)* Awards, Honors and Memberships * Received several awards and honors including the President\'s Call to Service Award from the White House for her contributions to women empowerment and charitable work, Five Star Wealth Manager Awards 2019, 2016, 2007 in Orange County, Phoenix and San Diego, the “Woman of the Year” award for positively impacting fellow female advisors.* Public Speaking, Education, Media * Well-respected media source, interviewed by Fox News, CBS and NBC News Phoenix with published articles in trade magazines, such as the Maricopa Medical Society Magazine. Graduate of the Master Presenter Group by Roger Love, the # 1 Voice Coach in the World *Training and Development* Trained and coached seasoned advisers, as well as those new to the industry in all areas of financial planning and wealth management. Supported and empowered fellow women in the industry through mentor programs, quarterly meetings as well as annual conferences.
Experience
Partner & Senior Wealth Advisor
Jan 2022 — Present · Irvine, CA, US
Education
Vienna Business School
Associate's degree, Economics, Accounting & Finance
1984 — 1989
Cornell University, Paris, France
Management and Leadership training
1998 — 1998
Center of Fiduciary Studies
Accredited Investment Fiduciary, Global Fiduciary Excellence, Fiduciary standards of care
2013 — 2013
College for Financial Planning
Behavioral Finance, Accredited Behavioral Finance Professional
2021 — 2022
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