Bank of America Private Client Advisor Claudia Jenkins

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

Claudia Jenkins is a Private Client Advisor based in Newport Beach, California, providing investment advice and strategies tailored to individual life goals and financial circumstances. She focuses on understanding clients' risk tolerance, time horizon, and liquidity needs to create personalized financial plans. Claudia serves a diverse clientele, helping them navigate their financial journeys with informed decision-making and strategic planning.

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