Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team
January 14, 2022
BOSTON, MA – Winthrop & Co. announces Brandon P. Fink, CFP® has transitioned his practice to Claro Advisors, LLC, an independent, Fee-Only, Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) based in Boston, Massachusetts. Brandon joins a diverse team of 13 financial advisors, bringing with him a vast book of business consisting of client relationships across the U.S., including high net worth individuals, families and entrepreneurs. Brandon has built an impressive niche portfolio of athletes and coaches seeking expert financial advice in the world of college and professional basketball.
Brandon, formally affiliated with Equitable Advisors, started his career in 2012 and in his first year of business was awarded “The National Developing Advisor of the Year,” as a member of Equitable’s Retirement Benefits Group. In addition, Brandon was featured in Boston Magazine as a Five Star Wealth Manager award winner (2018-2020)* and one of the 500 Fastest Growing Advisors in 2019* by WealthManagement.com.
“Moving on from Equitable Advisors was a difficult decision. It was a fantastic home for nearly 10 years and I leave behind great personal and professional relationships. However, I am excited for the opportunity to leave the broker-dealer environment with this transition to a Fee-Only Registered Investment Advisor. The added independence will help me fulfill the fiduciary promise I have made to my clients.” – Brandon Fink, CFP® Wealth Advisor for Claro Advisors, LLC.
Ryan Belanger, Managing Principal and Founder of Claro Advisors, LLC commented: “We are pleased to welcome Brandon to Claro’s growing team of next-generation wealth advisors. Brandon brings us a great amount of knowledge with an excellence in financial and retirement planning. He is a natural leader of the next-gen class of financial advisors and Claro looks forward to supporting him and the impressive growth of his practice well into the future.”
Now several months into his transition, Brandon praises the move has gone extremely well. Brandon continues to make his mark among Claro Advisors, who strives to prepare for the next-generation of wealth management. Their average age of advisors is 40 years old, providing their clients with a fresh perspective and unique approach embracing goals-based planning with modern technology, allowing efficient business with more time to focus on client needs.
Aside from advising, Brandon serves as an active member of the Boston Estate Planning Council and The Jewish Federation of Boston, and is an avid fan of all things basketball.