Private Wealth Manager
Claudia Moreno joins the team as our newest planner and will be based out of the Kapolei office. She comes from a military background, with a 13-year career in the United States Marine Corps, serving on active duty as a career planner and was deployed multiple times in support of Operation Iraqi Freedom/Enduring Freedom. After leaving the military, she continued to develop her desire for helping people by working with First Command for 7 years and eventually founding her own company, ONE Team Financial Group. Claudia has a passion for reaching underserved groups, particularly military and veterans, women, and the Hispanic communities. In her free time, she loves to spend quality family time with her husband and four daughters.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership.