Biography for Claudia Wert
Background and experience
Claudia Wert joined the Wert Investment Consulting Group of Wells Fargo Advisors in 2013.
The Wert Investment Consulting Group of Wells Fargo Advisors was founded by Bob Wert in 1985. For over thirty years the group has worked with families, companies and not-for-profit organizations to articulate goals and implement custom-designed financial action plans.Focus
Ms. Wert is happy to assist with employer sponsored retirement vehicles including traditional 401(k), safe harbor, 403(b), SIMPLE, SEP, and Single K plans.
In the modern regulatory environment, understanding your fiduciary obligation can be a complex task. Wert Investments has the tools and resources to assist in this ongoing process by:
- Selecting appropriate plan providers.
- Reviewing plan features, services, and costs.
- Crafting strategies for increasing plan participation.
Ms. Wert holds her Series 7, 66, 31 and Insurance Licenses. Outside Activities
Ms. Wert is currently a member of the Greater Reading Young Professionals, an organization dedicated to the economic empowerment of young adults in the Greater Reading area. She has also participated in Meals on Wheels for over ten years. Additionally, Claudia is a member of the North Staffordshire Living History Association. The group seeks to honor the memory of British servicewomen during the Second World War.