Limited Period Offer - Get Unlimited Access to 10k+ hours of content with myCPE Prime at $199. Subscribe Now
Claire Gallant

Claire Gallant

Cincinnati,OH
  • Speaker Review Rating 4.4 / 5
  • Professionals Trained 202 Professionals Trained
Website Logo Website

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

There are no Webinars available in Section.