Claire Holmes (CFP®)
Claire Holmes focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Novice Investors
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Novice Investors
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Claire is a financial planner at Compass Wealth Management, a fee-only RIA firm in Atlanta, GA. Her primary areas of focus are cash-flow & budget planning, retirement planning, employee benefit analysis, & tax planning.
Additional Information
Claire lives in Atlanta, GA with her husband and her Rat Terrier/Chihuahua mix, Chubbs. She graduated from Georgia State University with a degree in Psychology & obtained a Certificate in Financial Planning from Emory University. Claire became a CERTIFIED FINANCIAL PLANNER™ professional in October 2023. Prior to making a career pivot into financial planning, Claire managed a doggie daycare in midtown Atlanta.
NAPFA Start Date
March 01, 2024
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.