Claudia Porter
Wealth Manager
Portland, Oregon
My Role
As a wealth manager and Certified Financial Planner®, I help clients get clarity around what truly matters to them and what the vision is for their future. Through deeply personal conversations, education, and proactive planning, I help clients feel empowered to make informed decisions. My planning process includes retirement and life transition planning to help navigate major life events, managing investment portfolios, integrating tax-savvy financial strategies and strategic planning for business owners and entrepreneurs, as well as creating long-term strategies that aim at protecting assets for future generations and meaningful causes.
What I love most about my role
I absolutely love helping clients get clarity around what truly matters to them and building a plan in collaboration to show them what is possible. When they realize that reaching a financial goal they never thought possible becomes a possibility after all, if they follow the steps and stay on track through regular communication and collaboration, it brings me deep joy. For me, client confidence in their financial future is the true measure of my success.
How I define success
I align with Tony Robbins' quote about success:
"“Success is not what we get. But who we become, what we contribute…. that gives meaning to our lives.”
The best piece of business advice I ever received was
Ask more, talk less, and be radically authentic!
What would I tell my younger self
Never let anyone tell you what you can and cannot do. I wanted to go into the financial services industry at a young age but was told it wasn't for me because this was a men's industry. Many years later, I came back to this through life changing events, and I am so grateful that I can now pursue my dream career.
What 2B Bolder mean to me
To me, 2B Bolder means consistently showing up as my true self, elevating my presence by making a meaningful difference in people’s lives—and expanding my impact through the work I do.
Years of Experience
10
I recommend you focus on developing these 3 skills to succeed in a role like mine
Comprehensive Financial Planning
Wealth Management
Life Transition Planning and Coaching