Wealth Advisor
Brandon Fink, CFP®, AEP® is a Wealth Advisor with Claro Advisors. As a Certified Financial Planner™ and Accredited Estate 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 (2018-2022) 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.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys, accountants, insurance professionals and financial planners, philanthropic advisors, and trust officers who hold one of more of the following credentials in active status and good standing: JD, CPA, CLU®, ChFC®, CFP®, CFA, CPWA, CAP®, CSPG, CTFA, MSFS, or MST.
It is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
