Claudia Deras Sosa has been an investment adviser representative at Corinthian Wealth Management since February 2022, and is not listed among the firm’s executive officers or direct owners.
Corinthian Wealth Management, Inc. is a San Jose, CA firm with $132M under management, 189 clients and 3 advisers in one office, as of its July 2026 filing.
Claudia Deras is Financial Advisor of Corinthian Wealth Management. Before working at Corinthian, she worked with children of all ages. She strives to provide financial education to families.
- Corinthian Wealth ManagementCurrent– present · 4 yearsSan Jose, CA · Adviser representative · Firm CRD 312196
Professional designations
Listed by Corinthian Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Claudia Deras Sosa is registered as an investment adviser representative in California, since February 2022.
- CaliforniaSince 28 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Claudia Elizabeth Deras Sosa
- CRD
- 7283608
- Firm
- Corinthian Wealth Management · CRD 312196
- Office
- 1625 THE ALAMEDA, SUITE 308, San Jose, CA 95126
- Registration
- Investment adviser registration
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- corinthianwealth.com
Where does Claudia Deras Sosa work?
Claudia Deras Sosa is an investment adviser representative registered through Corinthian Wealth Management, Inc. since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Claudia Deras Sosa a financial advisor?
Yes. Claudia Deras Sosa has a current investment-adviser registration in California, through Corinthian Wealth Management since February 2022.
How many years of experience does Claudia Deras Sosa have?
Claudia Deras Sosa has 4 years in the financial industry, since February 2022, across 1 adviser firm.
What exams has Claudia Deras Sosa passed?
Claudia Deras Sosa passed the Series 65 in February 2022.
Where is Claudia Deras Sosa based?
Claudia Deras Sosa’s registered office is in San Jose, CA.
Is Claudia Deras Sosa registered with FINRA?
No. Claudia Deras Sosa has no current broker registration.
Is Claudia Deras Sosa a CFP?
Corinthian Wealth Management lists Claudia Deras Sosa with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Claudia Deras Sosa’s record?
Search CRD 7283608 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Claudia Deras Sosa’s full registration record.