Claudia Valdes

Director, Family Office Services

Claudia Valdes

About

Claudia Valdes is a Director of our Family Office Services Division.

Prior to OneDigital acquiring KB Financial, Claudia worked at Pillsbury Winthrop Shaw Pittman, where she managed financial activities for the law firm’s family office clients.

Claudia is a Certified Public Accountant, has received Accounting and Business degrees from Florida International University, and has years of accounting and bookkeeping experience.

She is based in Miami, Florida where she supports family office and tax compliance engagements.

Investment advice offered through OneDigital Investment Advisors LLC.