Claudia Song, Registered Investment Advisor of Allmerits Asset and Allmerits Financial - a financial firm focused on wealth protection and financial retirement planning. With a vast knowledge base, and years of experience with loyal investors, she specializes in helping individuals and small businesses work towards pursuing their financial goals.

She started as her career in the banking industry in 1993. She assisted individual working in the international department in their trade operations. In 2011, she changed her career to the financial and insurance industry as a positioning field manager.

Recognizing that each client has individual needs, Claudia dedicates herself to understanding and appreciating each client's situation before making recommendations. She believes in educating clients and works diligently to help them develop achievable goals, understand their financial needs and implement strategies that assist them in attaining their personal plans. 

Claudia has mainly focused on not only private asset management and individual clients, but also the qualified retirement plans including 401(k) and pension plans for the corporation and institutional clients. She also holds Certified College Funding Specialist (CCFS®), advising on FAFSA consulting and qualified to give specific advice on the financial aspects of saving and paying for college. 

Claudia studied at the California State of Fullerton with a major in communication. She holds a degree in Han Yang Global Education Organization's CEO program.

In her spare time, Claudia enjoys traveling with her husband and her family. She likes outdoors activities such as hiking, camping and playing golf.