“There is Peace of Mind in knowing that we’re a part of your team.”
About Sawaf Financial, LLC
Claudia Arnold-Sawaf, founded the firm on the principals of providing high-level financial planning and investment management, with a clear and straight forward approach, and the client at the heart of the process. “Even the most complex solutions need to be explained in simple terms, our clients can relate to. Clarity empowers our clients to make sound financial decisions, they feel good about.”
As fiduciaries and advocates, Claudia and her firm take pride in offering unbiased and independent advice, tailored to the client’s goals and values. “Our responsibility is to our clients only. We do not answer to large firms and profit margins. Decisions are always made in the client’s best interest.” To attain the best possible and creative solutions, teamwork with the client’s attorneys, accounts and actuaries is key. Claudia and her team take the driver’s seat to ensure effective communication and keeping the team accountable.
Handling financial affairs is very personal, and building strong interpersonal relationships has always been her strength. “What the industry needs, is less ‘noise’ and jargon and more personal touch to planning.”
The firm’s clients include successful women and their spouses & families. Whether climbing the corporate ladder, serial entrepreneurs, or financially independent, her clients value the expertise, attention to detail and to have Claudia and her firm looking out for their best interest. “There is Peace of Mind in knowing that ‘we have your back’.”
A little more information on our Founder & President:
Claudia’s career in wealth management spans over 13 + years, working with individuals and businesses. She is an Accredited Investment Fiduciary® (AIF), holds securities license 65, as well as her licenses for insurance and long term care, and passed exams for licenses 6, 63 and 7.
Claudia is a well-respected media source, and has been interviewed by Fox News, CBS and NBC News Phoenix and published articles. She has received several awards and honors including the President’s Call to Service Award from the White House for her contributions to charitable organizations and the “Woman of the Year” award at her previous company. She is a sought after public speaker, who remains involved with Toastmaster International.
As a passionate Rotarian, commitment and dedication have always been the hallmark of Claudia’s work, and she has consistently received praise throughout her career from clients and colleagues for placing an emphasis on social awareness, volunteerism and role modeling.
Born and raised in Austria, Claudia has had the benefit of worldly experience and education. Her first career, managing luxurious hotels and resorts allowed her to live and work on three continents. Claudia harnesses her positive energy, experience, education and passion into everything she does. Her ability to have life balance is extraordinary, and her values and business practice exemplifies the importance of balancing business with her family life.
Claudia, along with her husband, and two daughters, enjoys traveling, hiking, volunteer work or simply spending time together as a family.
Claudia is an Accredited Investment Fiduciary, AIF®. The designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. However, not all AIF designees offer the same services and different service models provide different protections. You have a responsibility to understand the nature of your advisory relationships before you enter into them.