Claudia Trefz

Office Location

3592-101 Springhurst Blvd.
Louisville, KY 40241

Phone: (502) 425-2512
Toll free: (866) 530-TMFS (8637)
Fax: (502) 425-2572

Claudia Trefz

Senior Vice President - Financial Planning


About Financial Advisor Claudia Trefz

  • Joined Financial Engines in 2005. Began her career in the financial services industry in 1983.
  • Successfully completed the Series 7, 8, 24, 63, and 65 examination(s) administered by FINRA.
  • Master's degree in Public Relations from American University and Bachelor's degree in Business from Indiana University's Kelley School of Business.
  • Married to Jeff. They have two children: John and Amelia. Claudia enjoys kayaking and biking.
Contact Claudia
  • Ask a Question
  • Request an Appointment

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