- Wealth Management Experience Since 1998Claire Durand is a Managing Director and Wealth Advisor at First Republic Investment Management. Mrs. Durand has over two decades of financial planning experience working with affluent individuals and families. Prior to joining First Republic, she was a Wealth Management Advisor with Fidelity Private Wealth Management where she advised clients on creative solutions and personalized wealth strategies for retirement, estate, tax and charitable planning goals. Prior to Fidelity, she spent eight years in advanced planning at Transamerica Life Insurance Company and spent the prior eight years with USAA.
- Professional DesignationMrs. Durand is a CERTIFIED FINANCIAL PLANNER™ certificant, and has designations as a Certified Life Underwriter®, Chartered Financial Consultant®, and Certified Retirement Planning Counselor℠.
- EducationMrs. Durand holds a bachelor of business administration in finance from James Madison University and has a master of business from the University of the Incarnate Word.
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