Counseling Areas

Financial planning, asset protection, buy-sell plans, investments

Networking

Entrepreneurship
___________________

Claudia's Links

Claudia currently serves the WBCC as Programs Chair, helping the WBCC build quality programs and services, and is a proud Diamond Sponsor and Corporate Partner. 

For over 8 years Claudia's clients have chosen to work with her because of her passion, integrity, and commitment to serve.  What this means is she provides her clients with the confidence to take the steps necessary to become the "Captains" of their financial future and the capability to help them see their vision through to completion.  The benefit to her clients is confidence in knowing that they are in a long-term relationship based on trust, therefore are able to spend their time doing what they are most passionate about.

Claudia is a financial representative with Pacific Advisors.  Pacific Advisors is a full-service firm which provides comprehensive planning, including investments, retirement, estate planning, asset protection and charitable giving.

Contact me:  claudia_klaus@pacificadvisors.com

• WBCC Board Member, Programs Chair, Diamond Sponsor

• President, National Association of Women's Business Owners San Diego, Past Membership Chair

• President & Founder Americans For Children Foundation

• Volunteer with Mission Bay Rotary Club

• Volunteer with Junior Acheivement

• Advisory Board Member, Center of Social Justice

Pacific Advisors focuses on serving he interest and needs of businesses.  Claudia is a small business advocate because she believes businesses form the foundation of our community.  Small businesses create good jobs and give so much back to the communities in which they thrive.  Pacific Advisors assists business owners enhance and protect themselves and their assets, their partners, their business, and their employees.  Key services provided include buy-sell planning, business succession planning, executive benefit plans and corporate benefits.  

Claudia is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 1550 West Colorado Boulevard, Pasadena, CA 91105; (323) 255-8800.  Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor.  Pacific Advisors is not an affiliate or subsidiary of PAS.  Pacific Advisors is not a registered investment advisor.  PAS is a member of FINRA/SIPC (www.finra.org). 

Claudia is securities and advisory licensed in Arizona and California.  The material is strictly intended for individuals residing in those states and no offers may be made or accepted from any resident outside these specific states. 

The information or opinions contained in this internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product.  The information contained herein is directed solely to those individuals who reside in the jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. 

California insurance license NO. 0C553232
The representative does not render legal or tax advice.  Please consult your attorney, accountant, and/or tax advisor for advice concerning any particular circumstances.