Claudia Arnold

AIF^®, ABFP^™

Partner and Senior Wealth Advisor

Los Angeles, Irvine, Tucson, and Phoenix

(949) 833-7143

"My career brings me immense satisfaction due to the meaningful relationships I have built with my clients, and the positive impact our work has had on their lives. There is nothing more rewarding than assisting our clients in moving confidently towards their aspirations, and being a part of their journey towards realizing their dreams."

Claudia Arnold is a Partner and Senior Wealth Advisor at Mission Wealth, serving Irvine, Los Angeles, and the surrounding areas of California. Claudia also services clients in the Tucson and Metro Phoenix, Arizona areas. As a seasoned financial professional, Claudia provides customized financial planning, investment strategies, risk management, and tax planning solutions to her clients. Claudia's commitment to building long-lasting relationships with her clients is reflected in her personalized approach to wealth management. She leverages her expertise to help clients achieve their financial objectives, taking the time to understand their unique needs and goals.

"My career brings me immense satisfaction due to the meaningful relationships I have built with my clients, and the positive impact our work has had on their lives. There is nothing more rewarding than assisting our clients in moving confidently towards their aspirations, and being a part of their journey towards realizing their dreams."

Claudia Arnold is a Partner and Senior Wealth Advisor at Mission Wealth, serving Irvine, Los Angeles, and the surrounding areas of California. Claudia also services clients in the Tucson and Metro Phoenix, Arizona areas. As a seasoned financial professional, Claudia provides customized financial planning, investment strategies, risk management, and tax planning solutions to her clients. Claudia's commitment to building long-lasting relationships with her clients is reflected in her personalized approach to wealth management. She leverages her expertise to help clients achieve their financial objectives, taking the time to understand their unique needs and goals.

Learn About Claudia Arnold

Professional Background

With over 20 years of experience in providing world-class service and personal care, Claudia Arnold leverages her background in global hospitality to help her clients achieve their financial goals. As a Partner and Senior Wealth Advisor at Mission Wealth, Claudia serves private wealth clients and private foundations, delivering customized financial planning, investment strategies, and risk and tax management solutions. Prior to joining Mission Wealth in 2019, Claudia owned and operated her own fiduciary planning practice.

Claudia graduated from the Vienna Business School and has completed leadership coursework at Cornell University in Paris. Her certifications include the Accredited Investment Fiduciary^® designation and the Accredited Behavioral Finance Professional™ certification.

Personal Pursuits

Claudia Arnold was born and raised in Vienna, Austria before moving to California in 2000. Currently residing in Laguna Beach, she enjoys outdoor activities such as hiking and long beach walks with her Golden Doodle CJ, as well as skiing. To stay centered, Claudia practices yoga and enjoys reading. Her two daughters are her pride and joy: Nadia graduated from UCLA and Leena is studying Journalism with a minor in Digital Marketing.

Community Impact

In addition to her work at Mission Wealth, Claudia is actively involved in her community. She is the past Vice Chair and head of the Planned Giving Committee for a local private school, and volunteers her time and resources to those less fortunate. Claudia has also been a volunteer with Sabil USA for over 11 years, a local nonprofit dedicated to improving the quality of life by providing food, health, and financial security.

Awards and Recognitions

Woman of the Year
President's Call to Service Award
Five Star Wealth Manager for San Diego (2007), Phoenix (2016), and Orange County and Phoenix (2019)

*for award disclosures and methodology, visit awards & rankings

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

In the News

Check out these recent articles and blogs, authored by Claudia Arnold.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

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