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

Planning Specialties

Claudia is also a MPAS.

NAPFA Start Date

March 28, 2006

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This Office

230 3rd Ave Ste 5 Waltham, MA 02451-7552 Phone: (781) 314-1300 Fax: (781) 259-8412

Other Offices

PO Box 1860 55 Mill Street, Wolfeboro, NH 03894-1860 Phone: (603) 569-1717 Fax: (603) 569-5734