Clara VillalobosSenior Business Consultant
What are three words people use to describe you?
Driven, conscientious, detailed
When you are not working, what do you care about most?
Rescuing animals: I am a part of many groups that support caring for, fostering, and adopting rescue animals.
What's your MoneyMind®?
After beginning her tenure with United Capital offices four years ago, Clara joined the launch of our FinLife Partners and has managed our partner firms as they have come on board, helping them to adopt the tools and processes. Clara moved to the Sales team to use the depth of her experience with United Capital offices and FinLife Partners to help new firms understand the value and unique intricacies of FinLife.
Clara has over 20 years of financial services experience in advising, sales management, and relationship management. Clara began her career at AIM Funds in Austin, Texas. Since then, Clara has worked for USAA, American Funds, and AIG before coming to United Capital.
In her spare time, Clara enjoys practicing daily yoga, traveling, and devoting time to various Dallas rescue organizations. She also has two adults sons that she raves are the “best men she knows.”