Claire Mork

I am a CFP® professional with a bachelor’s degree in finance from the University of Colorado, Boulder and over a decade of experience as a financial planner.

I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Helping my clients reach their financial goals through a personal relationship and knowledgeable advice is why I chose this profession. I take the trust and responsibility that they put in me with the utmost of pride, and always do my best to make sure that they are not disappointed. We are a fiduciary, so when it comes to investment advice, we only act in your best interests. Your goals are our priority. My specialties are retirement planning, investment strategy, insurance planning and personal finance. Our mission here at Edelman Financial Engines is to give individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, as well as providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. We deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. When I’m not working, I’m enjoying family time with my husband and two sons and staying active with CrossFit. We like to ski in the winter and go camping in the summer in the beautiful mountains of Colorado. If you'd like more information about how I can help you, please call me at (720) 354-3474 or e-mail me at cmork@edelmanfinancialengines.com.