Claire Beams, CPA, CFP®

Managing Advisor


Education:
Indiana University, BSBA, Accounting
Indiana University, MBA, Finance

Designations:
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant

How does Claire Use Commas?

  • Save for my Gatsby-themed wedding in October
  • Save for my honeymoon where we’re planning to cycle through Italy
  • Become financially independent ASAP
  • Take one bikepacking trip every year
  • Purchase a new couch

Claire’s Story

Claire serves as Managing Advisor at Commas, where she oversees the day-to-day operations of Commas and manages a growing team of financial advisors. And as an 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

The Latest from Claire

Moving from We to Me: Tips for Restarting After Divorce
Student Loan Payment Suspension: 5 Tips to Prepare for Repayment

Ready to start the conversation?