Claire Walmer, CFP®

Claire Walmer, CFP®

Owner/Senior Wealth Planner

608-400-2428

claire@sunstepfinancial.com

Claire's first priority is helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication have been the cornerstone of her foundation for success.

Claire has over 20 years of experience in the financial planning industry and is a designated CFP®. She prides herself on helping one person at a time work towards their financial goals through education. She takes the complicated aspects of your financial plan and simplifies them so that you can make informed, confident decisions that are best for you and your family.