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Claire Gallant

Claire Gallant

Cincinnati,OH
  • 4.4 / 5
  • 140 Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021!
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myCPE - Top Retirement Planning Educator of the Year 2021!
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Voting Closes On - July 14

Winner Announcements - July 31

About Speaker

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.

Area of Expertise

  • Financial Planning
  • Automation
  • Innovation
  • Efficiency

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  • 4.0
  • (1)

4.4

  • 4.4

(66) Ratings

Excellent

50

Very Good

12

Average

3

Poor

0

Terrible

1

SMA

Sheila Marie Arcodia, CPA (US)

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

Susan Martin, CPA (US)

May 16th 2022

Instructor’s polling questions were relevant and very good.

DB

Dennis Boll, CPA (US)

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.

MW

Michael Wasson, CPA (US)

May 16th 2022

It was great!

JW

Justin Whitmire, CPA (US)

May 16th 2022

Good presentation!

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