Claudia Moreno
Manager of Financial Planning & Development
Claudia Moreno is the Manager of Financial Planning & Development at E.A. Buck Financial Services, bringing a unique combination of leadership, financial planning experience, and a deep commitment to helping others. Before entering the financial services industry, Claudia served 13 years on active duty in the United States Marine Corps as a career planner, including multiple deployments in support of Operation Iraqi Freedom and Operation Enduring Freedom. After transitioning from military service, she built a career in financial planning and went on to found her own financial services company.
Today, Claudia plays a key role in developing E.A. Buck’s planners nationwide, helping lead mentorship, coaching, and training while supporting the firm’s sales team. She also hosts and presents retirement workshops across multiple regions, helping individuals and families better understand important financial and retirement planning topics. Claudia remains especially passionate about serving military families and veterans, women, and the Hispanic community. Outside of work, she cherishes time with her husband, four daughters, granddaughter, and lifelong friends who feel like family.
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.