Claire Beams (CFP®, CPA)

Claire Beams focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Middle Income Client Needs
  • Millennials
  • Novice Investors
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Budgeting and cash flows planning, family planning, goal setting, restarting after divorce, retirement planning

Additional Information

Claire serves as Managing Advisor at Commas, where she oversees the day-to-day operations of Commas and manages a growing team of financial advisors. And as an advisor, Claire creates structured, cohesive, and unified wealth plans that seek to help her clients achieve their financial dreams with confidence. She takes special pride in educating and empowering clients so that they can use money as a tool, rather than viewing it as a source of stress. Claire thrives on developing a bond with each of her clients and is gratified when they send her pictures from important events in their lives, such as weddings, college graduations, or the birth of a child. Outside of work, Claire loves running and cycling long distances, especially through her neighborhood in downtown Cincinnati. She is also actively involved in the downtown community and enjoys shopping at Findlay Market, taking her dog to Washington Park, and discovering new local restaurants.

NAPFA Start Date

July 30, 2021

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This Office

1123 Walnut St Cincinnati, OH 45202 Phone: (513) 301-2871