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FinDec Announces Claudia Haro as Vice President

Workplace Benefit Plan Platform

June 18, 2024 – FinDec, a leading provider of comprehensive financial planning, wealth management, and workplace benefits consulting services, today announced it has hired Claudia Haro as Vice President, Workplace Benefit Plan Platform. In her role, Haro will spearhead strategy and operations of FinDec’s Workplace Benefit Plan Platform, which includes Third-Party Administration, Recordkeeping, ERISA Fiduciary, Consulting and Participant Education Services. She will oversee the platform’s development and implementation, ensuring seamless integration with FinDec’s comprehensive suite of financial services.

An accomplished executive with over 30 years of experience, Haro has extensive experience in operational leadership, financial administration, and project management roles. Her background includes roles such as Director of Operations at Reinvent Stockton Foundation, Business Manager at Aspire Public Schools, and Agent at New York Life.

“Claudia brings a wealth of expertise that will elevate our client experience,” stated Michael Lee, FinDec President & CEO. “Her attention to detail, customer service skills, and talent for streamlining processes will be instrumental as we continue providing unparalleled financial solutions tailored to each client’s unique needs. Claudia’s proven leadership will strengthen our Workplace Benefit Plan Platform, reinforcing our commitment to empowering clients on their journey to financial success.”

Haro adds, “I am energized to join FinDec and contribute to their mission of providing comprehensive financial solutions tailored to each client’s unique needs. FinDec’s client-centric approach and commitment to excellence resonate with my values, and I look forward to collaborating with this talented team to drive innovation and deliver unparalleled service.”

With Claudia Haro’s appointment, FinDec reinforces its dedication to assembling a team of industry leaders who share a passion for empowering clients to achieve their financial goals through personalized strategies and cutting-edge solutions.

About FinDec
FinDecSM is a leading provider of comprehensive financial planning, wealth management, and workplace benefits consulting services. From humble beginnings as a family-founded enterprise, FinDec has grown into a nationwide corporation while maintaining its client-centric approach and commitment to empowering individuals and families to build wealth over time. FinDec strives to earn ongoing client trust through personalized strategies, cutting-edge solutions, and a dedication to financial peace of mind. To learn more about FinDec, visit: https://findec.com/

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