"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.
To read about our interview with Claudia, take a look at our Spotlight on the Team: Claudia Arnold-Sawaf article!
- Wealth Management for Physicians Business Transitions
- Charitable Planning
- Independent Women
- Socially Responsible Investing
- Faith-Based Investing
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.
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.
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).
Vienna Business School with concentration in Accounting and Economics.
Management courses at Cornell University in Paris.
Accredited Investment Fiducary (AIF®) designation