Senior Financial Advisor · CFP®
Claudine P. Schrock
Claudine is a senior financial advisor at Montis Financial. Her primary responsibilities include providing comprehensive and dynamic financial planning solutions for clients. She also evaluates tax efficiency, reviews estate and insurance plans, provides investment and portfolio management expertise, and addresses clients’ day-to-day needs and activities. Claudine is passionate about effective communication and creating meaningful, long-term partnerships with the families and individuals she is privileged to help.
Claudine previously held positions at Adviser Investments and Northwestern Mutual. She has been in the financial services industry since 2009 and is committed to helping her clients achieve their vision of financial success. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is a graduate of Elon University. Claudine is also a multi-year recipient of the Boston Magazine Five Star Wealth Manager Award.
Outside the office, Claudine enjoys spending time with her busy household. She and her husband are often cheering for or chasing after their three young children and their dog, Monterey Jack.
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