CLAIRE RUBEL, CFP®
Director of Operations
323-818-4404
crubel@elyxwealth.com
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As Director of Operations for Elyxium Wealth, Claire is responsible for the firm’s technology applications, internal workflows and client experience. Her goal is to establish the highest level of efficiency for the Elyxium team and to create an unmatched experience for Elyxium’s clients. Claire also plays an integral role on the wealth management team, handling comprehensive aspects of client wealth including portfolio management, tax strategies, balance sheet oversight, and the administrative and operational needs of affluent families.
Prior to Elyxium, Claire spent seven years with the Bank of New York Mellon and two years with Bank of Montreal (BMO) Family Office. Claire is a CERTIFIED FINANCIAL PLANNER™ demonstrating knowledge across multiple financial topics such as education planning, tax planning, insurance, retirement planning, estate planning and investments.
Claire earned her BA in economics from Emory University in Atlanta, Georgia. While at Emory University, she was a member of the women’s varsity soccer team and Delta Delta Delta sorority. Claire resides in Westwood, Los Angeles with her husband, Keith, and daughter, Ruby. Outside of the office, she enjoys spending weekends with her family in Laguna Beach, taking a yoga class and watching Quentin Tarantino movies.
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