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Claudia's head shot

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.

Contact Our Team


Henry Gallardo

Henry Gallardo

hgallardo@sw-advisors.com



Monica Salaiz-Narvaez

Monica Salaiz-Narvaez

mnarvaez@sw-advisors.com


Bobby Blanco

Bobby Blanco

bblanco@sw-advisors.com



April Villa

April Villa

avilla@sw-advisors.com



Nora Astorga

Nora Astorga

nastorga@sw-advisors.com



Leticia Gallardo

Leticia Gallardo

lgallardo@sw-advisors.com



Anibal Roman

Anibal Roman

aroman@sw-advisors.com



Claudia De La Rosa

Claudia De La Rosa

cdelarosa@sw-advisors.com



Thomas Gallardo

Thomas Gallardo





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600 Sunland Park Dr Building One, Suite 100 El Paso, TX 79912
Tel: 915 532-8885 Fax: 915 842-9532 E-MAIL US

Securities and investment advisory services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor. Member FINRA , SIPC. Strategic Wealth Advisors is independently owned and operated. Strategic Wealth Advisors is a member of the M Financial Group. Please visit http://mfin.com/disclosure for further details involving this relationship.

Henry Gallardo has securities and insurance licenses: Arizona AG, California AG/RA, Colorado AG, Florida AG, Georgia AG, Illinois AG, Indiana AG, Iowa AG, Kansas AG, Massachusetts AG, Maryland AG, Minnesota AG, Missouri AG, New Mexico AG/RA, New York AG, North Carolina AG/RA, Ohio AG, Oklahoma AG, Pennsylvania AG, Texas AG/RA, Utah AG/RA, Virginia AG/RA, & Wisconsin AG/RA

Monica Narvaez has securities and insurance licenses in: Arizona AG/RA, California AG/RA, Colorado AG/RA, Florida AG, Idaho AG/RA, Kentucky AG, Maryland AG/RA, New Mexico AG/RA, North Carolina AG, Oregon AG/RA, Tennessee AG/RA & Texas AG/RA

Bobby Blanco has securities and insurance licenses in: Arizona AG/RA, California AG/RA, Colorado AG/RA, Indiana AG/RA, Louisiana AG, Missouri AG, New Mexico AG/RA, Oklahoma AG, Texas AG/RA & Virginia AG

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

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