Meet the Team

Claudia J. Jacques-Soto has more than 37 years of professional experience in the areas of financial planning, wealth management and business operations.  Claudia specializes in working with individuals with complex financial affairs and creates customized plans covering concepts such as investment strategies, insurance, and estate planning.

Prior to joining Connecticut Wealth Management, Claudia was the Vice President and Co-founder of Capital Strategies, an investment advisory company in Bloomfield, CT offering comprehensive financial planning services to individuals, corporations, and institutions.  Claudia’s primary responsibilities were developing and implementing client’s financial plans.  She also managed the daily operations of the Capital Strategies office with responsibilities ranging from compliance, technology, and human resources.

Claudia has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2019); the elite list appearing annually in Connecticut Magazine.

Education

Claudia received a Master of Science degree and Bachelor of Science degree from the University of Hartford. She is a is a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) licensee, a Chartered Financial Consultant (ChFC^®), Chartered Life Underwriter (CLU), and Registered Employee Benefits Consultant.

Affiliations & Community Involvement

Claudia has served on the Professional Advisory Committee for the Hartford Foundation for Public Giving and as a crew leader for Hartford Area Habitat for Humanity. In addition, Claudia is an original member of the Registry of Financial Planning Practitioners.

Claudia and her family reside in Glastonbury.

_{*The award is based on expertise, value for fee charged and overall satisfaction.}