Claire J. Little, CFP, CPA, CLU
Registered Investment Advisor
P. O. Box 2150
833 SW Government St.
Newport, OR 97365
(541) 265-2100


Specialization Comprehensive personal financial planning, including risk management, taxes, retirement, estate preservation, investments and portfolio management. Integrated small business planning including transition and continuity planning, retirement plan set up and management consulting. Licensing and Training Comprehensive training in financial planning and products. All licenses and registrations required to transact business, including Registered Investment Advisor registration and state insurance licenses. Designations and Degrees Certified Financial Planner, 1994 Certified Public Accountant, 1982 Masters of Business Administration, 1982 Taxation and Accounting concentrations California State University, Fullerton Bachelor of Arts, Business Administration, 1980. Accounting and Finance concentrations California State University, Fullerton Professional Associations American Institute of Certified Public Accountants Business Experience  1996 to present, Financial Advisor Newport, Oregon
 1988 to 1996, VP and Financial Manager Sanwa Bank California, Los Angeles, CA
 1985 to 1988, Vice President/Controller Metrobank, Los Angeles, California
Claire Little is an independent Registered Investment Advisor and permanent resident of Newport, Oregon. Claire is licensed as a Certified Financial Planner and has held this designation since 1994. She has been a Certified Public Accountant since 1982. Claire received her Bachelor of Arts degree in Business Administration from California State University, Fullerton in 1980 including double concentrations in Accounting and Finance. She received her Masters in Business Administration in 1982 from California State University, Fullerton including double concentrations in Taxation and Accounting. She has worked as a financial planner in the Newport area since 1996. Prior to moving to Newport, she was a Vice President and Financial Manager for Sanwa Bank California in Los Angeles, California from 1988 to 1996. From 1985 to 1988, Claire was Vice President/Controller for Metrobank in Los Angeles, California. Claire is a member of the Newport Chamber of Commerce and is a Chamber Ambassador. She is involved in the local community and has served on the Seafood and Wine Committee, Events Center Committee and as Treasurer of the Community Development Corporation (1997-1999). She is a member of the Rotary Club of Newport and serves as Vice President (2000-2001, Treasurer (1999-2000)and Community Service Director (1998-1999). She was nominated by Rotary and was awarded 1998 Business and Professional Woman of the Year.  She served as a part-time instructor for the Oregon Coast Community College and the Small Business Development Center.