Claudia Shilo (CFP®, CPA/PFS, MPFP)
Claudia Shilo focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Estate & Generational Planning Issues
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Corporate Executives
- Estate & Generational Planning Issues
- Women's Financial Planning Issues
Planning Specialties
Claudia is also a MPAS.
NAPFA Start Date
March 28, 2006