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Claudia M
Series 66
Kapolei, HI
Buck Wealth Strategies, LLC
Claudia Moreno is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Buck Wealth Strategies, LLC in Kapolei, HI. Her prior roles include positions at One Team One Fight Financial Group and First Command Advisory Services. She is also active with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation with sector rotation, and offers customized client portfolios based on quantified risk assessments.
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