Claudia Perez Brown

Winning the Budget Battle

Historically, women were taught very little about money, yet, they oversaw making sure the family budget was safe and sound while taking care of all the expenses. My, how times have changed! Today, women are not only responsible for the budget but also for generating the family income. Overcoming the fears associated with money will help you create a ‘living’ plan which can be tweaked so you can measure your progress in ‘real’ time and help you fulfill your financial dreams. A simple budget plan of action can lead you to reaching big financial gains.

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About the Speaker

Claudia Perez Brown

Claudia started her investment career with Dean Witter in 1987 and was trained in all aspects of branch and client support on her way to becoming an Operations Manager in a top producing Dallas branch. Claudia later combined her client service and operations knowledge with a securities registration.

Currently, as a Registered Representative with Commonwealth Financial Network, she holds the following registrations: General Securities Representative (Series 7) and the Unified State Securities Law Exam (series 63). Separately, she is licensed by the State of Texas to sell life insurance, health insurance and annuities.

Claudia graduated from the University of Texas at Dallas. Claudia is married and lives with her husband, a young son and a house full of pets in Plano, Texas. She is actively involved in her church and Catholic Charities, who serve various family and children outreach programs.

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