, Commas
Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from
Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL
ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her
free time she loves to run marathons and cycle long distances.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
58 Ratings
DB
May 16th, 2022
The instructor presented this information in a very effective manner. She was very thorough in identifying the materials and provided practical examples.
SMA
May 17th, 2022
The instructor was a very good teacher. She knew her stuff but always could explain it well to others. Very valuable.
SM
May 16th, 2022
Instructor’s polling questions were relevant and very good.
JW
May 16th, 2022
Good presentation!
MW
May 16th, 2022
It was great!
1 Credit
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Business Mgmnt and Org
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