Claudia Cepero Ros*, MBA, CFP®, CLTC®, CLU®, ChFC®
Investment Advisor Representative
QUALIFICATIONS: Over 30 years of experience as a Licensed Financial Services Professional. Claudia Cepero Ros is authorized to conduct life insurance and securities business in Florida. FINRA Series 6, 7, 63, 24, Life and Health Insurance, including Annuities, Long Term Care, and Disability.
EXPERIENCE:
- OneCambridge, LLC | Miami, FL
Financial Advisor, 2011 – Present - AXA Advisors, LLC | Miami, FL
Financial Advisor, 1992 – 2011
EDUCATION:
- Bachelor of Business Administration, Finance & Marketing, 1992
Florida International University | Miami, FL - Master of Business Administration, 1995
St. Thomas University | Miami, FL - Certificate in Retirement Planning, 2007
Wharton School, University of Pennsylvania | Philadelphia, PA
DESIGNATIONS:
- Chartered Life Underwriter (CLU®), 1998
The American College of Financial Services - Chartered Financial Consultant (ChFC®), 2004
The American College of Financial Services - CERTIFIED FINANCIAL PLANNER™ (CFP®), 1999
- Certified in Long Term Care (CLTC®), 2018
PERSONAL: Claudia and her husband, José have been married for 24 years, have three wonderful children, Nicolas, Andrés and Sabrina, and live in Miami, Florida. In their free time, they love to travel and enjoy active lifestyles. Claudia is involved in her community by being part of the IMPACTOS family movement of the Archdiocese of Miami, and serves as a Eucharistic Minister.