Claudia L. Sachs has over 30 years in the financial services industry. She previously worked for the State of Florida, Morgan Stanley, Prudential Financial, and First Florida Investment Services. Claudia has a Bachelor of Science AgBusiness, Finance Degree from California State University, Fresno. Claudia attended and completed the Kellogg Executive Program at Northwestern University in 1998 and a Retirement Strategy Program at the Wharton School at the University of Pennsylvania in 2007. She completed her Financial Planning coursework through the College of Financial Planning in 1994 and became a Certified Financial Planner™ Practitioner. While working at the Treasurer’s office in the State of Florida, Claudia earned her Certified Treasury Professional (CTP) designation (formerly known as Certified Cash Manager). She holds Series 7, Series 31, and Series 66 FINRA registrations, as well as a Life/Health/Variable Annuity license.

With over 10 years of employment with the State of Florida government, Claudia has personal knowledge of the State of Florida FRS (Florida Retirement System). Working as a CFP™ locally, she has extensive knowledge of retirement planning with FRS, Deferred Compensation, and DROP.