Claudia Elizabeth Deras Sosa

Employer firm

Corinthian Wealth Management CRD 312196

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2022 → Present
  Corinthian Wealth Management
  San Jose, CA
• 01/2012 → 07/2020
  Student
  San Jose, CA
• 07/2021 → 01/2022
  Corinthian Wealth Management
  San Jose, CA
• 11/2020 → 07/2021
  Arbor Point Advisors
  La Vista, NE
• 08/2020 → 11/2020
  Kms Financial Services
  Violet, LA

Other Businesses

Ms. Deras is a Notary. In this role she provides notary services to clients for signatures on contracts. She spends approximately 5 hours a month during both market and non-market hours in this endeavor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-25

Designations

• Certified Financial Planner

Other Names

• Claudia E Sosa
• Claudia E Deras
• Claudia Deras