Wealth Advisor
Luke Harder, CFP®, EA, is a dedicated financial planner who partners with clients to grow both their wealth and peace of mind when it comes to money. He brings a unique skill set as both a Certified Financial Planner® and an Enrolled Agent, making the intersection of investments and taxes his specialty.
Luke believes financial planning is part of a lifelong pursuit of becoming the best version of yourself. It begins with honest conversations about what money means and the impact clients want to make, followed by building a plan to achieve those goals in a thoughtful, tax-efficient way.
Luke graduated from Suffolk University with a degree in Wealth Management while playing on the school's baseball team. He then went on to pass the Certified Financial Planner® exam at just 22 years old. Prior to joining Claro Advisors, he worked at Convergence Capital - Northwestern Mutual, where he helped clients navigate equity compensation, tax strategy, investment management, insurance, and estate planning.
Luke's philosophy is simple: build long-term relationships by doing the right thing, staying accessible, and working hard. Outside the office, Luke lives downtown and volunteers as a mentor with Big Brothers Big Sisters of Boston. In his free time, he enjoys listening to podcasts, golfing, and playing basketball.
