In honor of the end of Women's History Month, I had to have my dear friend Claudia on the show. Claudia and her team members at Mission Wealth are the perfect example of a woman shifting the way people approach the conversation about money. As Partner and Client Advisor, Claudia shares her journey around money as a child and how it shifted through the years to shape her into the advisor she is today. 

 

Claudia gives us a fresh look and feel inside her world as a financial advisor and how she best serves her clients, their wealth, and life goals, which go way beyond just crunching numbers. Her human way in an arena that sometimes is all about the numbers will make any listener rethink their own approach to having a financial advisor. If you are one that struggles with the conversation around money, check out our conversation. Claudia is all business but lives and operates with the biggest heart. Learn more at missionwealth.com. 

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