Claudia De La Rosa, MBA
Partner | Financial Advisor
Born and raised in Ciudad Juarez, Claudia brings a rich understanding of her community and clients to the region. She is also academically accomplished, earning a Bachelor’s Degree in Communications from the University of Texas at El Paso in 2010 and a Master’s Degree in 2014.
After a successful early career in retail management systems, Claudia was recruited to the field of banking and finance at Wells Fargo. It became clear to her colleagues and clients that Claudia had a passion for financial planning from investing, annuities, insurance, wealth management, and retirement accounts (including but not limited to Simple, Roth, and SEP).
As an active member of her community, she is a proud member of the local Ladies of Business organization, which promotes growth for women entrepreneurs.
But even though Claudia has had a shining career, there have been challenges too. Claudia endured a divorce leaving her family in a challenging financial situation. She regards her two children as her motivation and found a way to bounce back with the love and support of her family and community.
Claudia shares, “I can’t imagine where I’d be if not for my family and community supporting me when I needed it most.” As a result, Claudia is deeply passionate about helping clients in similar circumstances manage their finances and plan for future success. She is well known to exuberantly share with her clients (and staff), “Protecting tomorrow begins today!”
Claudia serves as a Financial Advisor with Strategic Wealth Advisors. She holds FINRA Series 6, 63, and 65 licenses.
Claudia is licensed in the following states:
Commission: AZ, CA, DC, ID, IL, NJ, NM, TX