Claudia Velasco

Claudia Velasco is an experienced professional currently serving as the Home Office OSJ Manager at United Planners Financial Services since September 2025. Prior to this role, Claudia held the position of Manager of Brokerage Operations at Innovayte from April 2024 to August 2025 and worked as Operations Manager at North Texas Wealth Management from September 2019 to April 2024. Claudia's earlier experience includes roles such as Office Manager at Farmers Insurance, Insurance Producer at Pro Cut Lawn Care & Landscape, Inc., and Business Office Manager at Messick Peacock & Associates. Additional experience encompasses positions as Associate Financial Representative at State Farm, Business Development Manager at BIISCO, Medical Assistant at The Center for Cancer and Blood Disorders, and Banking Associate at Wells Fargo. Claudia holds a degree as a Nationally Registered Certified Medical Assistant (NRCMA) from Remington College-Dallas Campus, earned between 2005 and 2006.