Claudia Elizabeth Deras sosa
Investment adviser representative at Corinthian Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$131.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Corinthian Wealth ManagementFeb 2022 to now
- Corinthian Wealth ManagementJul 2021 to Jan 2022
- Arbor Point AdvisorsNov 2020 to Jul 2021
- Kms Financial ServicesAug 2020 to Nov 2020
- StudentJan 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corinthian Wealth Management
Legal name: Corinthian Wealth Management, Inc.
$131.7MAssets managed
189Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7283608
- Firm CRD
- 312196