"I love my career, because of the meaningful relationships with my clients and the positive impact our work has had in their lives. To be part of helping our clients move confidently in the direction of their dreams is immensely rewarding.”
Role at Mission Wealth
Claudia Arnold-Sawaf serves as a Partner and Client Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, customized investment strategies, risk management and tax planning solutions to assist in their goal achievement.
Specializations
- Wealth Management for Physicians
- Independent Women
- Business Transitions
- Charitable Planning
- Faith-Based Investing
- Socially Responsible Investing
- Retirement Planning
Contact Information
Team Location: Orange County, Los Angeles, San Diego, Arizona
Department:
Advisory Team, Partner Group
Professional Background
Claudia translates her earliest experience in global hospitality to 20+ years of providing world class service and personal care to help her clients achieve their visions and goals. As an Advisor at Mission Wealth, Claudia serves private wealth clients and private foundations. She owned and operated her own fiduciary planning practice until 2019 when she joined Mission Wealth to provide even greater resources and a broader team of experts to her esteemed clients.
Claudia graduated from the Vienna Business School, completed leadership course work at Cornell University in Paris and has been awarded the Accredited Investment Fiduciary® designation, as well as the Accredited Behavioral Finance Professional™ certification.
Credentials
Personal Pursuits
Claudia was born and raised in Vienna, Austria and moved to California in the year 2000. She currently resides in Laguna Beach and enjoys travel, outdoor activities including hiking, long beach walks with her Golden Doodle CJ & skiing. Something that keeps Claudia calm and centered are Yoga and reading. Her two daughters are her pride and joy, one graduating UCLA and the other one embarking on her college journey this fall.
Claudia is the past Vice Chair and head of the Planned giving committee for a local private school and volunteers time and resources to those less fortunate. She also has been a volunteer for over 11 years with Sabil USA, a local nonprofit that strives to improve the quality of life by providing food, health, and financial security.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Awards & Recognition
Claudia received the Woman of the Year award for her contribution to female advisors. She received the President's Call to Service Award (2009). Claudia also been awarded the Five Star Wealth Manager award for San Diego (2007), Phoenix (2016), and Orange County and Phoenix (2019).
Spotlight on Claudia Arnold-Sawaf
Claudia joined the Mission Wealth team after successfully running her own planning practice since 2014. Claudia brings with her over 20 years of experience in the financial industry and specializes in wealth management for physicians, business transitions, and charitable planning. Learn more about Claudia in this Spotlight on the Team interview from October 2019.
