Financial Advisor

Claudia De La Rosa

Claudia De La Rosa is a Financial Advisor with Strategic Wealth Advisors (SWA). Claudia’s education and experience in emerging markets and the ever-changing landscape of financial services provides the expertise clients need. Claudia and her staff know that protecting tomorrow begins today.

Claudia earned her Bachelor’s Degree in Communications from the University of Texas at El Paso in 2010 and immediately began a career in retail management systems. Her passion for Finance encouraged her to further her studies in the fields of banking and finance. Claudia studied in the evenings while working at Wells Fargo, completing her Master’s Degree in 2014. Concurrently, with her studies and post degrees, Claudia immersed herself in all areas of banking at Wells Fargo.  It became clear that she has a passion for financial planning from investing, annuities, insurance, wealth management, and retirement accounts (including but not limited to Simple, Roth and SEP). Claudia and the entire team at Strategic Wealth Advisors are registered financial advisors regarding investments and securities they represent.

Claudia holds FINRA Series 6 and 63 licenses and is registered in California, New Mexico, North Carolina, and Texas.

Email Claudia at cdelarosa@sw-advisors.com.