Panelists

Claudia Mott

Claudia E. Mott, CFP®, CDFA™ Epona Financial Solutions, LLC

Claudia is the Principal at Epona Financial Solutions LLC, a fee-only financial planning and investment management firm which she founded in 2010. Her 13 years of Wall Street experience enable her to offer unique skills in developing custom solutions for her clients. As a sell-side analyst, she regularly appeared on CNBC and was frequently quoted in the Wall Street Journal, Investors’ Business Daily and Money Magazine. She has published research in the Journal of Portfolio Management and was named to Institutional Investor magazine’s All-Star team for nine consecutive years.

As a CERTIFIED FINANCIAL PLANNER® practitioner, Claudia is a regular contributor to the financial website NJMONEYHELP.com and NJ.com. She is also licensed as a Certified Divorce Financial Analyst and has been specially trained to assist individuals in all stages of the divorce process.

Claudia earned her undergraduate degree cum laude from the University of Massachusetts Amherst and her MBA from Boston University. She is a founding member and past-President of the Long Hill Library Foundation and holds the Treasurer position for the Blinknow Foundation and the Lame2Fame Horse Rescue. She is also a member of Impact100 Garden State, a women’s giving circle.

She is a member of the Financial Planning Association, National Association of Personal Financial Planners (NAPFA) and the New Jersey Center for Collaborative Divorce and Mediation.

She lives in Millington, New Jersey, is the mother of three adult children and two horses. Her other interests include a golf and gardening.