Claire Mork

Office Location

1635 Foxtrail Drive
Suite 125
Loveland, CO 80538

Phone: (303) 280-0626
Toll free: (866) 516-2323
Fax: (303) 280-2385

Claire Mork


Director, Financial Planning

Loveland (Appointment Only)

About Financial Advisor Claire Mork

Claire Mork has been selected as a SmartVestor Pro because of her commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2009. Began her career in the financial services industry in 2006.
  • Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA.
  • Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s).
  • Bachelor's degree in Business Administration from the University of Colorado in Boulder.
  • Married to Joshua. They have two children.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Contact Claire
  • Ask a Question
  • Request an Appointment

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