Claudia E. Mott, CFP<sup>&reg;</sup> - Financial Advisor

Claudia E. Mott, CFP®

CDFA™

Epona Financial Solutions, LLC

5 Lyons Mall, Ste 176
Basking Ridge, NJ 07920
FINANCIAL ADVISOR'S WEBSITE
(201) 572-2177

General

Claudia Mott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Epona Financial Solutions, LLC in Basking Ridge, NJ and the surrounding communities.

Financial Advisor Overview

At Epona Financial Solutions, my mission is helping each client reach their goals by designing customized financial plans and investment portfolios using objective and unbiased recommendations. As a Fee-Only Certified Financial Planner®, I act as a fiduciary, putting my client's best interests first, regardless of the service I am providing. In my role as a Certified Divorce Financial Analyst, I act as a guide through the process, ensuring that all financial information is gathered and settlement options are understood so that decisions which last a lifetime, can be made with clarity.

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Financial Advisor Experience

13 years covering the small-cap segment of the stock market for Prudential Securities. Research included quantitatively based stock selection model, earnings surprise factors, benchmark performance attribution and macro economic studies. Named to Institutional Investor's All Star team for 9 consecutive years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA(tm))

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Buying a Home, Asset Allocation, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources