Clara has been serving clients with financial advice since 1992. She holds certification as a CFP® (CERTIFIED FINANCIAL PLANNER™), as well as the CRPC® (Certified Retirement Planning Counselor) and Charter Financial Consultant (ChFC) designations. She received her Finance Degree from the University of Oregon.
Clara is trained in the comprehensive approach to financial planning and is fluent in investment management, estate planning, business succession planning, retirement income planning, and tax reduction strategies. By acting in partnership with her clients and their other advisors, she is able to synergize the effects of everyone involved and identify and develop new tax reduction strategies and wealth creation ideas.
Her mission is to help clients toward their goals by charting a course for their future. A natural talent of hers is the ability to present complex financial concepts with simplicity and moving clients to take action.
Prior to becoming a Premier Partner of Lincoln Financial Advisors, and Member of Sagemark Consulting Private Wealth Services Group, a group within Lincoln Financial Advisors that focuses on the needs of business owners, she spent seven years in the banking community in the San Francisco Bay Area as an Assistant Vice President of lending. She also spent five years as a Financial Accounting officer in Portland, Oregon.
Clara is a member of the Seattle Chapter of the Financial Planning Association, East King County Estate Planning Council, the University of Oregon Alumni, Pi Beta Phi Fraternity Alumni, and Board of Trustee for Evergreen Healthcare Foundation.
In her spare time, Clara enjoys golfing, water sports, hiking, reading, and spending time with her family, and friends in Washington, Oregon, and California.