FSU Credit Union is a proud partner of Private Wealth Management and Consulting, LLC (PWMC) to help our members pursue their financial planning goals and provide investment asset management. And, FSU Credit Union is pleased to introduce PWMC’s new representative – Claudia L. Sachs!

Claudia L. Sachs, CFP®, CTP joined Private Wealth Management & Consulting with over 20 years in the financial services industry.

Claudia Sachs

Claudia L. Sachs, CFP®, CTP

Claudia has attended and completed the Kellogg Executive Program at Northwestern University in 1998 and a Retirement Strategy Program at the Wharton School at the University of Pennsylvania in 2007. She completed her Financial Planning coursework through the College of Financial Planning in 1994 and became a Certified Financial Planner™ Practitioner. Claudia has also earned her Certified Treasury Professional (CTP) designation (formerly known as Certified Cash Manager).

Claudia is very active in the community with service organizations, civic groups, and volunteer service. In total, she is active within 9 Tallahassee and State of Florida organizations and was recently honored by being chosen for induction into the 2020 class of the “25 Women You Need to Know” by the Tallahassee Democrat for her exemplary leadership in the community.

Originally from California, Claudia enjoys spending her time reading, cooking, and traveling. She is married to Walter T. Sachs, Regional Managing Director with the Department of Children and Families.

Claudia will be available for appointments at our North Florida FSU Credit Union branches. For more information on PWMC services, visit our financial planning page. Welcome, Claudia to the PWMC and FSU Credit Union teams!

Securities offered through Securities America Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Florida State University Credit Union, Private Wealth Management & Consulting, Fisher & Friedman, PA, and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Tax-related services are offered through Fisher & Friedman, PA.  Not NCUA insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency.

Check the background of this financial professional on FINRA’s BrokerCheck.

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