Claudia Porter

About

As a CFP®, CDFA®, and Wealth Advisor, I am passionate about helping clients move forward with purpose, clarity, and confidence.  Born and raised in Germany, I initially earned a Ph.D. in Linguistics and devoted years to teaching and research before personal and professional challenges in the U.S. inspired me to follow my earlier passion for the financial services industry. My experience of navigating financial constraints and rebuilding after a difficult divorce have shaped my core belief: financial independence is the foundation of personal freedom. This fuels my mission to empower clients through education, resilience, and strategic planning. My approach is deeply personal and holistic. I don’t offer one-size-fits-all solutions. Instead, I focus on truly understanding your story, values, and vision for the future. Whatever life transition you are facing, I develop proactive, tax-savvy investment strategies tailored to your evolving needs.  Beyond my role as an advisor, I’m also an author, speaker, and thought leader in women’s financial empowerment. Through books and education initiatives, I help people move from uncertainty to action—and from surviving to thriving. Disclosure: Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

Specializations