Claudia Hinojosa

Claudia E. Hinojosa
Wealth Advisor Truist Bank

100 NE Loop 410

Ste. 806,

San Antonio, TX 78216-4700

About me

Background

As a Wealth Advisor with over 18 years of banking experience, Claudia Hinojosa helps her clients take a comprehensive, strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, she develops recommendations tailored to her clients’ needs, priorities and preferences. Her true passion is taking care of her clients and serving her community; she credits her success to her upbringing and humble beginnings.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Business Administration and Management
University of Texas Pan American 1992 1997

Personal Interests

Claudia earned a bachelor’s in business administration and management from The University of Texas Pan American. She's active in her community working to help encourage and empower women to learn, grow and be fulfilled.

In her free time, Claudia enjoys spending time with her husband and family. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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