Claudia Emily Mott CDFA®, CFP®, MBA


Epona Financial Solutions, LLC.

5 Lyons Mall #176
Basking Ridge NJ 07920

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201 572-2177

Claudia's 13 years of experience on Wall Street combined with her expertise in financial planning and knowledge of investments allows her to bring her clients custom solutions for their unique situations.  Her practical and casual style earned her regular appearances on CNBC, published research in the Journal of Portfolio Management, and frequent quotes in the Wall Street Journal, Investors' Business Daily, and Money Magazine.  She was named to Institutional Investor Magazine's All-Star team for nine consecutive years.

In addition to being a Certified Financial Planner, she is also a Certified Divorce Financial Analyst® and has been specially trained to assist individuals thinking about divorce or working within the divorce process.

Claudia understands that financial goals vary from person to person and works with each client to assess the individual needs of his or her own situation.  Claudia's goal is for her clients to understand their finances and confidently choose the options that are best for their future.

Claudia earned her undergraduate degree cum laude from the University of Massachusetts Amherst and her MBA from Boston University.