Meet Claire Guardalabene
Client Services
“Believe you can and you’re already halfway there!”
– Theodore roosevelt
EDUCATION / CERTIFICATIONS:
- BSBA Finance, University of South Alabama, May 2019
Claire grew up on the Gulf Coast and studied finance at the University of South Alabama where she met her husband. After graduation, they moved and now call Baldwin County their home. She has diverse post-graduate experience from Healthcare Administration to Accounting. Claire has a passion for helping people and her role helps her combine this passion with her love of finance. It’s a perfect fit!
Claire enjoys going to the beach, spending time with friends, and making memories with her husband and son.
Maximize Your Financial Potential
TRUE PLANNING CYCLE
Learn more about our holistic approach to helping you achieve financial success in areas such as retirement, investments, taxes, estate planning, and more.
Wealth Management Services
Explore our common sense investment management process, which aims to reduce investment risk while maximizing the potential in your investment portfolio.