Claudia Mott (CDFA, CFP®)
Claudia Mott focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Epona Financial Solutions is dedicated to helping our clients develop the confidence and clarity to make sound decisions and reach their financial goals. As a fee-only firm, we act as fiduciaries, which means we research all the options so we can provide objective and unbiased recommendations to develop the right financial strategy customized to meet the needs of each client.
Financial Planning
From college planning, to saving for retirement - and everything in between, there’s a lot involved in managing life’s financial responsibilities. Most people aren’t experts when it comes to finances, so we work with you to develop your game plan and actively manage your resources to achieve your goals.
Divorce Financial Analysis
Divorce is a painful and emotional process regardless of who initiates it. Negotiating a fair and equitable settlement during this stressful period can be difficult, especially if one spouse in unfamiliar with the family’s financial picture. We can help you make informed decisions to ensure your financial and emotional well-being.
Investment Management
Is my money working as hard as I am? Are my investments right for me? Will I be able to retire when I want to? At Epona Financial Solutions, we can help you get a clearer look at your personal financial picture and develop a portfolio and investment strategy to prepare you for all of life’s milestones.
Additional Information
Claudia spent 13 years on Wall Street covering the small-cap segment of the stock market for Prudential Securities. She was named to the Institutional Investor All-Star Team for nine consecutive years and was the top-ranked small-cap analyst for seven years. Her insights and comments on the small-cap market were frequently quoted in financial publications such as the Wall Street Journal, Investor’s Business Daily and Money Magazine and she appeared regularly on CNBC. Her investment research has been published in the Journal of Portfolio Management and in a number of books on Small-Cap investing.
In 2007, she enrolled in the Certified Financial Planner® program at Fairleigh Dickenson and passed the exam in November of 2008. In addition to the Certified Financial Planner® designation, she is also a Certified Divorce Financial Analyst™. Claudia graduated cum laude from the University of Massachusetts at Amherst with a degree in Organizational Behavior and completed her MBA at Boston University. As an active member of her community, she has served as Library Trustee, Board member and was President of the Friends of the Library fundraising committee. Claudia has also served as a Board member for a local Low-Income Senior Housing Center, Scout Leader and PTO committee chair. She is an avid equestrienne and also enjoys gardening.
NAPFA Start Date
January 29, 2009
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