Background & Focus:
Claire Coombs is a Wealth Advisor at Heritage Lake Advisors, where she is passionate about helping clients pursue financial well-being by providing clear and actionable guidance. Claire focuses on addressing both simple and complex financial planning needs, working closely with clients to help ensure their financial plans align with their personal values and goals.
Her definition of success is to be an enhancement to the lives of others. She is focused on listening to and helping clients pursue financial wellbeing while striving to deliver exceptional experience. Making big financial decisions can be daunting and she strives to provide clarity to the decision-making process.
She works with her clients to address both simple and complex planning needs.
Education & Credentials:
- Bachelor’s Degree, University of Kentucky
- Vice President, Fidelity Investments (Promoted in 2023)
- Implementation of 3(21) Fiduciary Services at Morgan Stanley
- FINRA Series 7 & 66
- Featured Speaker, Principal Financial Group Annual Service Conferences (2002, 2003)
Outside the Office:
Born in Louisville, KY, Claire moved to Pittsburgh, PA for two years and then settled in Ithaca, NY. She is married to Raj, and they have two children, Miranda and Rex. As a family, they enjoy traveling both domestically and internationally, spending time outdoors hiking and swimming, and exploring new foods. Claire’s personal interests include practicing yoga, reading, cooking, and visiting historical homes and landmarks. She loves warm weather, spending time in the water, and enjoying brunch with friends.
