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Claire Shifren - Email & Phone Number

Senior Financial Advisor at Summitry

Claire Shifren is based out of San Mateo, California, United States and works at Summitry as Senior Financial Advisor.

Claire Shifren's Contact Information

Claire Shifren's Work email
c*****@summit***.com
Valid
Latest update
September 19, 2025
Location
San Mateo, California, United States

Claire's current employer

Summitry logo

Summitry

Description
At Summitry, our wealth management and custom financial planning services are specially suited for life in California. Speak with an advi...
HQ Location
Foster City, California, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Claire Shifren

What company is Claire Shifren working for?
Claire Shifren works for Summitry.
What is Claire Shifren's function at Summitry?
Claire Shifren is Senior Financial Advisor at Summitry.
Where is Claire Shifren based?
Claire Shifren is based out of San Mateo, California, United States.
What is Claire Shifren's work email address?
Claire Shifren's professional email address is c*****@summit***.com
Who are Claire Shifren's co-workers?
Claire Shifren's colleagues are Colin Higgins, Jennifer Rouse, Tiffany Lessler, Brearin Land, Jason Yu, Matthew Gordon, Winnie Butt, Kurt Hoefer, Daniel Spector-Franson, Archana Turaga, Gina McGhee, Sherry Williams, Alejandra Torres, Ann Luong, Jack Zhao, Joe Martin, Eric Jungling, David Langhals, Mandy Pham, Emily Hazelroth, Aaron Szager, Adam Govani, Charles Angle, Lana Xiao, Alex Katz.
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Claire's co-workers

Colin Higgins avatar
Colin Higgins
CEO
Jennifer Rouse avatar
Jennifer Rouse
Director of Operations & CCO
Tiffany Lessler avatar
Tiffany Lessler
Director of Talent
Brearin Land avatar
Brearin Land
Principal
Jason Yu avatar
Jason Yu
Equity Research Associate
Matthew Gordon avatar
Matthew Gordon
Portfolio Manager & Senior Research Analyst
Winnie Butt avatar
Winnie Butt
Senior Financial Advisor
Kurt Hoefer avatar
Kurt Hoefer
Chief Strategy Officer
Daniel Spector-Franson avatar
Daniel Spector-Franson
Financial Advisor
Archana Turaga avatar
Archana Turaga
Associate Financial Advisor
Gina McGhee avatar
Gina McGhee
Financial Advisor Assistant
Sherry Williams avatar
Sherry Williams
Senior Relationship Manager, CFP
Alejandra Torres avatar
Alejandra Torres
Business Operations Specialist
Ann Luong avatar
Ann Luong
Marketing Manager
Jack Zhao avatar
Jack Zhao
Senior Equity Analyst
Joe Martin avatar
Joe Martin
Chief Client Experience Officer
Eric Jungling avatar
Eric Jungling
Senior Financial Advisor at Summitry
David Langhals avatar
David Langhals
Financial Advisor
Mandy Pham avatar
Mandy Pham
Senior Financial Advisor
Emily Hazelroth avatar
Emily Hazelroth
Senior Financial Advisor & Advisor Manager
Aaron Szager avatar
Aaron Szager
Advisor Group Manager
Adam Govani avatar
Adam Govani
Senior Financial Advisor
Charles Angle avatar
Charles Angle
Financial Advisor
Lana Xiao avatar
Lana Xiao
Financial Advisor
Alex Katz avatar
Alex Katz
Chief Growth Officer
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