• Brandon Fink Wealth Advisor at Claro Advisors

  • Aug 23 2024
  • Length: 30 mins
  • Podcast

Brandon Fink Wealth Advisor at Claro Advisors

  • Summary

  • On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Brandon Fink, Wealth Advisor at Claro Advisors.


    Get in touch with Brandon:

    https://www.claroadvisors.com/

    https://www.linkedin.com/in/brandonpaulfink/

    Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, young professionals, retirees, entertainers and athletes to guide them through a broad range of financial decisions.
    Brandon’s expertise includes investment management, retirement planning, equity compensation, insurance, long term care, estate planning, philanthropic giving and tax efficient financial planning.
    Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group. In just his first year in the business, Brandon was awarded the “National Developing Advisor of the Year” as a member of Equitable’s Retirement Benefits Group. Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner and on Wealthmanagement.com’s 2019 Thrive List of Fastest Growing Advisors*.
    Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.


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