Claudia Arnold-Sawaf

AIF®

Client Advisor

 
 

Claudia Arnold-Sawaf

AIF®

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 brings customized wealth management strategies to high net worth clients. She takes a collaborative approach to planning to ensure all aspects of risk management, tax management, asset protection, wealth accumulation and distribution are handled in the most efficient manner. She also takes pride in clear communication so her clients can feel confident in their decisions.

 

Specializations

  • Wealth Management for Physicians Business Transitions
  • Charitable Planning
  • Independent Women
  • Socially Responsible Investing
  • Faith-Based Investing

Contact Information
Office Location: Irvine, CA
Email: csawaf@nullmissionwealth.com
Direct Line: (858) 345-0624

Role at Mission Wealth

Claudia brings customized wealth management strategies to high net worth clients. She takes a collaborative approach to planning to ensure all aspects of risk management, tax management, asset protection, wealth accumulation and distribution are handled in the most efficient manner. She also takes pride in clear communication so her clients can feel confident in their decisions.

Specializations

  • Wealth Management for Physicians Business Transitions
  • Charitable Planning
  • Independent Women
  • Socially Responsible Investing
  • Faith-Based Investing

Contact Information
Office Location: Irvine, CA
Email: csawaf@nullmissionwealth.com
Direct Line: (858) 345-0624

Career Highlights

Claudia entered the financial industry in 2001, after a rewarding career managing five star hotels around the world. She decided early on to bring the same high levels of service to her wealth management clients. She served as Vice President and Director of Field Development at a national independent planning firm until 2014. After successfully running her own planning practice, Claudia joined Mission Wealth in 2019 to bring greater resources and a team of experts to her clients. A future certification Claudia is planning to take is the Chartered Advisor in Philanthropy, which will not only assist her clients but the charities she is involved in.

Credentials

Career Highlights

Claudia entered the financial industry in 2001, after a rewarding career managing five star hotels around the world. She decided early on to bring the same high levels of service to her wealth management clients. She served as Vice President and Director of Field Development at a national independent planning firm until 2014. After successfully running her own planning practice, Claudia joined Mission Wealth in 2019 to bring greater resources and a team of experts to her clients. A future certification Claudia is planning to take is the Chartered Advisor in Philanthropy, which will not only assist her clients but the charities she is involved in.

Credentials

Community Involvement

Claudia serves on the Board of Trustees at a private school in Irvine, CA, where she heads up the Finance and Planned Giving committee.

She volunteers her time and resources for organizations, such as Sabil USA, assisting recently resettled refugees, SAMS, a global medical relief organization that many of her physician clients are part of, and Create Smiles, that helps take childhood back from cancer.

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

Personal Pursuits

Claudia lives with her family in Irvine, California. They enjoy their urban lifestyle surrounded by parks, walking trails, and enjoy events, such as farm-to-table dinners or coffee convos with their neighbors. Claudia and her husband recently added a new addition to their family, CJ, a goofy Golden Doodle, who was born to become a therapy dog for children.

Claudia and her husband Mark are proud of their two teenage daughters, who inspire her daily. Travel is Claudia’s all time passion and visiting her hometown of Vienna is an annual highlight. Besides family time and volunteer work, Yoga keeps Claudia balanced and there’s always a book or two on her reading list.

Education

Vienna Business School with concentration in Accounting and Economics.

Management courses at Cornell University in Paris.

Accredited Investment Fiducary (AIF®) designation

Community Involvement

Claudia serves on the Board of Trustees at a private school in Irvine, CA, where she heads up the Finance and Planned Giving committee.

She volunteers her time and resources for organizations, such as Sabil USA, assisting recently resettled refugees, SAMS, a global medical relief organization that many of her physician clients are part of, and Create Smiles, that helps take childhood back from cancer.

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

Personal Pursuits

Claudia lives with her family in Irvine, California. They enjoy their urban lifestyle surrounded by parks, walking trails, and enjoy events, such as farm-to-table dinners or coffee convos with their neighbors. Claudia and her husband recently added a new addition to their family, CJ, a goofy Golden Doodle, who was born to become a therapy dog for children.

Claudia and her husband Mark are proud of their two teenage daughters, who inspire her daily. Travel is Claudia’s all time passion and visiting her hometown of Vienna is an annual highlight. Besides family time and volunteer work, Yoga keeps Claudia balanced and there’s always a book or two on her reading list.

Education

Vienna Business School with concentration in Accounting and Economics.

Management courses at Cornell University in Paris.

Accredited Investment Fiducary (AIF®) designation

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