Claudia C. Brady, CFP®
Claudia Brady, CFP® has been with CJM Wealth Advisers since 1990. During this time she has worked extensively with clients of all ages and stages of their "financial life". Both as an assistant to Richard Cooper, Tim Jones and Kim McLeland and with her own clients, she has been alongside CJM's clients as they developed a financial plan, solidified their goals, planned their investment strategies and asset allocations, and reached each milestone.
Claudia helped develop and then managed CJM's Asset Management Program for over 15 years. Her investment knowledge, attention to detail and accuracy have helped strengthen the reporting and data base management services which assist CJM's clients. She was also the firm's assistant compliance officer for many years.
Claudia graduated Cum Laude from Connecticut College in 1966 with a Bachelor of Arts degree in Sociology and in 1968 with a Master of Social Work degree from the University of Connecticut's School of Social Work. Claudia has been a Certified Financial Planner (CFP®) since 1995 and is a member of National Capital chapter of the Financial Planning Association. As the wife of a Naval officer, she moved frequently before coming to Virginia in 1981. With her husband Tim, she has raised 3 children and is now the proud grandmother of 5 grandchildren. Experiencing the stages of a "financial life" adds to her abilities to assist her clients.
