Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710
Claudia L. Sachs, CFP™, CTP

Claudia L. Sachs, CFP™, CTP


Claudia L. Sachs has 20 years in the financial services industry. She previously worked for the State of Florida, Morgan Stanley, Prudential Financial, and First Florida Investment Services. Claudia has a Bachelor of Science AgBusiness, Finance Degree from California State University, Fresno. Claudia attended and completed the Kellogg Executive Program at Northwestern University in 1998 and a Retirement Strategy Program at the Wharton School at 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. While working at the Treasurer’s office at the State of Florida, Claudia earned her Certified Treasury Professional (CTP) designation (formerly known as Certified Cash Manager). She holds Series 7, Series 31, and Series 66 registrations, as well as Life/Health/Variable Annuity license.

Claudia is active in the community with service organizations, civic groups, and volunteer service. The many organizations she belongs to include the GFWC Capital City Woman’s Club, Capital Women’s Network of Tallahassee, Zonta Club of Tallahassee, and the Financial Planning Association(FPA) of Florida.

Claudia was recently honored by being inducted into the 2020 class of the “25 Women You Need to Know” by the Tallahassee Democrat. Now in its 14th year, the 25 Women Program is the Tallahassee Democrat’s way of honoring women who lead.

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.