Claire Shifren, CFP

Senior Financial Advisor @ Summitry arrow icon

About Claire Shifren, CFP

Claire Shifren is a Senior Financial Advisor and Certified Financial Planner (CFP), based in Portland, Oregon, who actively volunteers with Heart to Heart with Art.

Known information

Claire Shifren, a Senior Financial Advisor, obtained her Certified Financial Planner (CFP) certification in 2011. She graduated from UC Davis in 2000 and later relocated to Portland, Oregon with her family. Claire has a passion for the outdoors, particularly hiking and gardening, and enjoys solving crossword puzzles. On rainy days, she prefers to stay indoors, engaging in crossword puzzles while sipping a good cup of tea. Beyond her professional endeavors, Claire dedicates her time to volunteering for Heart to Heart with Art, an organization that supports children affected by wildfires and provides assistance to recently released female inmates.

About Summitry

Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.

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