Claire Mork

Claire Mork is a dedicated financial planner and a Certified Financial Planner™ (CFP®) professional, currently serving as the Director of Financial Planning at Edelman Financial Engines. With a bachelor’s degree in finance from the University of Colorado, Boulder, Claire brings over a decade of experience in the financial services industry to her role. She believes that true success encompasses not only financial well-being but also the confidence her clients feel about their futures. Claire takes pride in building personal relationships with her clients, understanding their unique goals, and providing knowledgeable advice tailored to their needs.

At Edelman Financial Engines, Claire specializes in retirement planning, investment strategy, insurance planning, and personal finance. The firm’s mission is to democratize access to sophisticated investment modeling tools and provide comprehensive financial planning and wealth management advice. As a fiduciary, Claire is committed to acting solely in her clients' best interests, ensuring that their goals remain the top priority. Through a unique blend of advanced technology and personalized service, she helps individuals and families navigate their financial journeys, connecting key aspects of their financial lives to build, grow, protect, and preserve their wealth.

Outside of her professional pursuits, Claire enjoys spending time with her family and exploring the great outdoors, reflecting her belief in balancing work and personal fulfillment.