Claudia Olea
About Claudia Olea
Claudia Olea is a Senior Representative at Primerica, where she has worked since 2017. She specializes in developing financial game plans for families and individuals, emphasizing the need for both a strategy and support to achieve financial goals.
Work at Primerica
Claudia Olea has been employed at Primerica as a Senior Representative since 2017. In this role, she focuses on developing financial game plans tailored to the needs of families and individuals. Her work aims to provide clients with peace of mind and security regarding their financial futures. She emphasizes the significance of having both a strategic plan and a supportive advisor to help clients achieve their financial objectives.
Education and Expertise
Claudia Olea pursued her education at Everest College-Reseda, where she studied Pharmacy and earned her Pharmacy Technician certification in 2014. She completed this program in 11 months. Following this, she attended Charter College, where she achieved an Associate's degree from 2014 to 2016. This educational background equips her with a diverse skill set that complements her work in financial planning.
Background
Claudia Olea has a background in both pharmacy and financial services. Her initial training as a Pharmacy Technician provided her with insights into healthcare and patient care, which she later transitioned into the financial sector. This unique combination of experiences informs her approach to creating financial strategies for her clients.
Achievements
Since joining Primerica, Claudia Olea has focused on helping clients establish financial plans that promote security and peace of mind. Her commitment to her clients and her belief in the necessity of a structured financial plan have been central to her role as a Senior Representative. Over her tenure, she has contributed to the financial well-being of numerous families and individuals.