Claudia Arnold IWA®, ABFP®, AIF®
Based in Newport Beach, Claudia helps physicians in private practice, multigenerational families, and individuals navigating major life transitions coordinate tax, asset protection, legacy, and broader wealth planning decisions.
Ways to Connect
Languages Spoken
- German
- English
Who Claudia Typically Helps
Physicians in private practice, multigenerational families, individuals navigating divorce or the loss of a spouse, clients transitioning to financial independence.
Serving Clients in
Los Angeles • Newport Beach • San Diego • Scottsdale • Tucson • Communities throughout Southern California and Arizona
Available nationwide through virtual meetings
Questions Claudia Helps Answer
- How can physicians build wealth and plan for taxes?
- How can I protect assets within my financial plan?
- How can I regain financial independence after divorce or the loss of a spouse?
- How can I define and support my legacy?
- How can our family improve governance and transfer wealth across generations?
Claudia Arnold is a Partner and Senior Wealth Advisor at Mission Wealth, serving client families across the Southwest and East Coast. With more than two decades of experience, she takes an integrated wealth approach to planning, guiding clients to make thoughtful, values-aligned decisions grounded in clarity rather than urgency. Claudia is known for the steady presence and perspective she brings to every conversation, and she is particularly passionate about supporting private wealth clients, foundations, and women investors.
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’s Frequently Asked Questions
Clients can expect an integrated, whole-person approach that considers not only money, but also how their time, energy, values, and identity shape financial decisions. Claudia combines structure, emotional intelligence, behavioral insight, and strategic thinking to support complex conversations and help turn complexity into clarity.
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.
Claudia was a member of the founding cohort for the Integrative Wealth Advisor certification and received the Integrative Wealth Advisor (IWA®) designation, recognized as the new gold standard in financial advice—shifting wealth management from accumulation to true alignment.
Personal Pursuits
Raised in Vienna, Austria, Claudia moved to California in 2000 and now calls Laguna Beach home. Her two daughters are her pride and joy: Nadia, who is pursuing her master’s degree in psychology at Pepperdine University, and Leena, who is studying Digital Audiences with a minor in Public Relations at the Cronkite School of Journalism. Outside of work, Claudia is an avid traveler who enjoys yoga, long walks on the beach with her Golden Doodle, CJ, and unwinding with a good book.
Community Impact
In addition to her work at Mission Wealth, Claudia is actively involved in her community. 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. She is also involved with MindUP to help incorporate mindfulness practices in schools. She is also a proud member of the Mission Wealth Women on a Mission group, a team of female professionals dedicated to inspiring and empowering the women in their community through leadership and support.
Awards
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Five Star Wealth Manager
San Diego | 2007, Phoenix | 2016,
Orange County and Phoenix | 2019
*for award disclosures and methodology, visit awards & rankings
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor