Some moments redefine everything—starting a new chapter, rebuilding after a setback, or finally prioritizing the future you’ve always envisioned. Whatever crossroads you’re facing, Claudia Porter, CFP®, is here to help you move forward with purpose, clarity, and confidence.
Maximize cash flow, profitability, and long-term value with business growth and transition planning strategies.
Financial planning is about more than spreadsheets and stock market performance. It’s about you. Your story. Your goals. Your vision for the future. Claudia’s approach is equal parts strategic and deeply personal—grounded in real conversations, education, and proactive planning designed to give you the power to make informed decisions.
Claudia Porter, CFP®, is more than a Financial Advisor—she is a strategist, an advocate, and a trusted guide for those ready to take control of their financial future. With a passion for empowering women and a commitment to holistic financial planning, she helps clients navigate life’s biggest transitions with clarity and confidence.
Born and raised in Germany, her first love was language—how it connects us, empowers us, and shapes our futures. She earned a Ph.D. in Linguistics, dedicating years to teaching and research before a series of personal and professional challenges reshaped her path. After moving to the U.S. as an exchange student, she pursued her dream of becoming a Financial Advisor—a journey that demanded resilience, determination, and an unwavering belief in reinvention.
Her own experiences, including overcoming financial constraints and rebuilding after a difficult divorce, solidified her belief that financial independence is the foundation of personal freedom—particularly for women. She saw firsthand how financial literacy can change lives, and made it her mission to provide the guidance, strategies, and education her clients need to thrive.
Claudia’s approach is deeply personal. She believes financial planning isn’t just about investments or retirement accounts—it’s about understanding each client’s unique story, values, and vision for the future. Whether crafting tailored investment strategies, optimizing tax planning, or guiding business owners through complex transitions, she creates plans designed to align with her clients’ long-term aspirations.
Beyond her work as an Advisor, Claudia is a thought leader and advocate for financial empowerment. She is the author of two books which provide real-world strategies for building financial confidence and overcoming adversity. She also leads women’s professional networks and financial education initiatives, using her platform to help others turn financial uncertainty into strength.
Now, as part of RFG Advisory, Claudia brings her experience, insight, and passion to an even broader audience. With expanded resources and an innovative, client-first approach, she continues to guide individuals, families, and business owners through every phase of their financial journey.
Rick oversees Bluemonte, RFG’s institutional-caliber investment platform managing over $3 billion in assets. He spent 12 years at Bain Capital Credit, rising to Executive Vice President and Head of Fixed Income Consumer Investments. A sought-after speaker and market commentator, he shares insights through client events and his bi-weekly Market Commentary series on YouTube. Rick holds an MBA from Stanford and a B.A. in Applied Mathematics & Economics from Harvard, Magna Cum Laude
Stephanie Farris brings a strong background in client service and operations, with a focus on streamlining processes and delivering efficient support. Detail-oriented and dedicated, she thrives in fast-paced environments, providing smooth transitions and effective solutions. Stephanie is passionate about building relationships and fostering collaboration in every aspect of her work.
Gibson Bosworth is a creative strategist with a passion for visual storytelling and brand development. With experience in graphic design, marketing, and digital media, he focuses on crafting cohesive and impactful client experiences.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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