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Claire Sauerman

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Overview:
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As the Administrative Manager of Lobo Wealth Strategies, Claire provides professional ongoing support and service to clients and the agents, ensuring client needs are being met and they are on track to reach their financial goals.

Background:
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Since joining the team in 2021, she has passed the Life and Health Exam, FINRA: SIE, Series 7 and Series 66, to become a fully registered Associate Financial Advisor.

Personal:
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Claire was born and raised in New Mexico. She attended the University of New Mexico, where she graduated with a BA in Psychology. In her free time, she enjoys spending time outdoors, hiking, biking, snowboarding and spending quality time with her husband and daughter.

For more information about NYLIFE Securities LLC and its investment professionals.

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transparent logo
  • Who We Are
    • Our Firm
    • Our Team
    • Strategic Alliances
  • How We Help
    • Our Process
    • Common Services
    • Exit Planning
    • Partnering With Other Professionals
  • Client Resources
    • Articles
    • In The News
    • Calculators
    • Life Stages
  • Get In Touch
    • Contact Us
    • Our Location
    • Office Directory
  • Client Login
    • NYL Online Account
    • Wealthscape
    • NYLIM
    • eMoney
    • Capital Group/American Funds
Disclosure

Jack Hall, and Phillip Finley are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Phillip Finley (AR Insurance License #1298700) (CA Insurance License #0C77640).

As a New York Life Agent, Phillip Finley is licensed and authorized to offer insurance in California and Arkansas, but LOBO WEALTH STRATEGIES, PC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Jack Hall, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM 87113, 505-821-4300.
Phillip Finley, 8220 San Pedro Dr Ne Ste 110, Albuquerque, NM 87113, 505-821-4300.

Jack Hall, and Phillip Finley are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Lobo Wealth Strategies, PC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lobo Wealth Strategies, PC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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