Claudia L. Sachs,  CFP<sup>&reg;</sup> - Financial Advisor

Claudia L. Sachs, CFP®

CTP, CFSA

Financial Planner

Securities America

1836 Hermitage Blvd, Suite 100
Tallahassee, FL 32308
FINANCIAL ADVISOR'S WEBSITE
8502128509 CONNECT WITH Claudia
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General

Claudia Sachs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Securities America in Tallahassee, FL and the surrounding communities.

Financial Advisor Experience

I have been a CFP since 1994.  I have experience with State, Federal, and City employees and their retirement programs. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTP, CFSA

Insurance Licenses

  • Life insurance: FL. GA, AL, CA, NC, SC
  • Health/disability insurance: FL, GA, AL, CA, NC, SC
  • Fixed annuities: FL, GA, AL, CA, NC, SC
  • Variable annuities: FL, GA, AL, CA, NC, SC

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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