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Claudia Gonzalez

Claudia es gerente de operaciones de una firma privada de asesoría de inversiones registrada con $120 millones de activos bajo gestión. Aparte de haber trabajado en asesoría financiera personal en una firma privada y en la firma de corretaje (brokerage) Lincoln Financial Group, trabajó en consultoría de tesorería y gestión  de riesgo para empresas ‘Fortune 500’ en Estados Unidos y en Asia. Durante ese tiempo, vivió en Philadelphia, Manhattan y en Hong Kong trabajando en consultoría y también sirvió como traductora de español-inglés para firmas basadas en Estados Unidos, Canada y Mexico.  Nació en Colombia, creció en Nueva York y ahora vive con su esposo e hijo en Orlando, FL. Como planificadora, busca explicar finanzas complejas de una manera sencilla para ayudar a otros lograr sus metas. Claudia tiene una licenciatura en finanzas y negocios internacionales de Temple University (B.B.A.) y una maestría de Saint Joseph’s University (MBA) en Philadelphia, PA y es Representante de Asesor de Inversiones (IAR - Series 65). 

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Claudia is an energetic and passionately curious person who needs to know “why”. She seeks to understand the complexities of life and I enjoy trying to make sense of them. As a lifelong planner, she has a natural ability to explain complex finance in a simple way to help others achieve their goals. As an avid reader in English and Spanish, she hopes to bridge the information gap between her English world and her Latin roots.

 

She has been a Trading Operations Manager for a Registered Investment Advisor (RIA) firm in Orlando North with $120 million in assets under management. In addition to her experience with personal financial advisors in private firms and Lincoln Financial Group, she has worked as a Treasury and Risk Management consultant for Fortune 500 companies with presence in the United States and Asia. Through her career, she has lived in Philadelphia, Manhattan and Hong Kong in consultancy and also served as a translator of English-Spanish for firms based in the United States, Canada and Mexico. She was born in Colombia, raised in New York and currently lives with her husband, her son, and small dog in Orlando, FL. She has a Bachelor’s degree in Finance and International Business from Temple University (B.B.A.) and a Master of Business Administration (MBA) degree from Saint Joseph’s University in Philadelphia, PA and is currently an investment advisor representative (IAR – Series 65). She is  a member of the Financial Planning Association (FPA) and Association of Latino Professionals for America (ALPFA).