Born and raised in Ciudad Juárez, Claudia brings a profound and rich understanding of her community and clients to the borderland region.

As a wealth manager in the El Paso office, she works closely with local families, their businesses, and their advisors throughout the wealth accumulation and transfer process. She specializes in structuring, implementing, and administering customized investment and insurance solutions that enhance wealth accumulation strategies, promote philanthropic giving, and help maximize the value passed to future generations. Claudia is deeply committed to her work and is very passionate about helping her clients achieve their financial goals.

Claudia joined Strategic Wealth in 2016 as a paraplanner, advancing into the role of Financial Advisor in 2019 before becoming a Partner in 2022. Advocating for social progress, innovation, and giving back to the community, she is a member of various local organizations that align with her vision of making the borderland region a better place to live. Claudia is also a board member of Progress321, a group of purpose-driven professionals dedicated to making the region the best place to live, work, and create. She serves on the National Osaic NextGen
Council (NXG), which focuses on retaining and attracting the next generation of financial advisors, and she is the President of the Woody L. Hunt College of Business Alumni Network, where she aims to build a vibrant community of alumni dedicated to professional growth and mutual support.

Claudia is a graduate of The University of Texas at El Paso with a BA in Communications (2010) and a Master’s in Business Administration with a concentration in management (2014).
She equally considers Cd. Juárez and El Paso her hometowns, and she finds great joy in moments spent with her kids, exploring new places, and engaging with her community. Passionate about empowering women and young professionals, Claudia actively seeks opportunities to educate the younger generations on financial literacy, helping them build a solid foundation for their financial futures.

Claudia is licensed in the following states:
Securities: AZ, CA, FL, ID, IL, NJ, NM, TX