Claudia Sawaf Mission Wealth

Claudia Arnold-Sawaf

In by Mission Wealth

Claudia Arnold-Sawaf Mission Wealth

Claudia Arnold-Sawaf

AIF®, ABFP®

Partner and Client Advisor


Claudia Arnold-Sawaf Mission Wealth

Claudia Arnold-Sawaf

AIF®, ABFP®

Partner and Client Advisor

"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 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, risk management and tax planning solutions to assist in their goal achievement.


Contact Information

Team Location: Orange Country, 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 (AIF®) designation.

Credentials

Personal Pursuits

Claudia lives with her family in Irvine, California, serves as Vice Chair on the Board of Directors and chairs the Planned Giving Committee at the New Horizon School in Irvine. Travel is her all time passion and visiting her hometown of Vienna, Austria is at the heart of each year. Claudia enjoys all that southern California living has to offer and you can always find a collection of great reads on her list.


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 in 2009. She has also been awarded the Five Star Wealth Manager award for San Diego (2007), Phoenix (2016), and Orange County and Phoenix (2019). Disclosures.


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.


Claudia Arnold-Sawaf
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