Wealth Advisor
Anna Nicastro is a Wealth Management Advisor at Claro Advisors with over 20 years of experience helping individuals and families navigate financial decisions with confidence. Her areas of expertise include budgeting, cash flow analysis, investment management, real estate, and tax planning.
Anna specializes in working with clients through life transitions - such as career changes, starting a family, divorce, or retirement - and is passionate about offering steady guidance during these pivotal moments. She believes that having a trusted advisor during times of change is essential.
Before joining Claro, Anna spent four years at Pension & Wealth Management Advisors in Waltham, MA, and 15 years in investment and financial planning roles focused on both individual clients and public pension funds. She holds a BS in Economics and Finance from Bentley University and earned her Financial Planning Certificate from New York University. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Anna lives in Boston with her two children and their French Bulldog, Bubba. Outside of work, she enjoys traveling, hiking, practicing yoga, and cooking. She's a strong believer in work-life balance as a key to long-term well-being.
