Claire Beams, CPA, CFP ®

Wealth Advisor

“I love working for RhineVest because we are a team of good and honest people who provide good and honest advice!”

Claire’s Story

As a RhineVest advisor, Claire creates structured, cohesive, and unified wealth plans that seek to help her clients achieve their financial dreams with confidence. She takes special pride in educating and empowering clients so that they can use money as a tool, rather than viewing it as a source of stress. Claire thrives on developing a bond with each of her clients and is gratified when they send her pictures from important events in their lives, such as weddings, college graduations, or the birth of a child.

Outside of work, Claire loves running and cycling long distances, especially through her neighborhood in downtown Cincinnati. She is also actively involved in the downtown community and enjoys shopping at Findlay Market, taking her dog to Washington Park, and discovering new local restaurants.


Specialties: budgeting and cash flows planning, family planning, goal setting, restarting after divorce, retirement planning

Education

Indiana University, BSBA, Accounting
Indiana University, MBA, Finance

Designations

CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

Community Involvement (5)

  • Caledonian Society of Cincinnati, Vice President
  • Ohio Valley Scottish Society
  • YWCA Mamie Earl Sells Scholarship Committee
  • Cincinnati USA Regional Chamber, Cincy Next (Class 4)
  • YWCA Rising Star, 2018 Recipient

Interested in working with
our team?