Claudia Backman is a Financial Advisor with Atkinson Advisory Group, serving clients from the firm’s Sandy, Utah office. She is passionate about helping individuals, families, and business owners make informed financial decisions and build confidence in their financial future.
Claudia works closely with clients to develop personalized strategies for retirement planning, investment management, wealth preservation, and financial wellness. She believes that every successful financial plan begins with understanding each client’s unique goals, values, and aspirations, and she is committed to providing thoughtful guidance and personalized service throughout every stage of life.
Known for her approachable personality and dedication to building lasting relationships, Claudia strives to make complex financial decisions easier to understand while helping clients stay focused on their long-term objectives. She takes pride in delivering a high level of service and creating an experience built on trust, integrity, and genuine care.
Based in Sandy, Utah, Claudia serves clients throughout the region as part of the Atkinson Advisory Group team, helping individuals and families plan with confidence while supporting employers in building stronger retirement programs.