Dana Rowen

Vice President
Financial Advisor

Dana Rowen is a Senior Vice President of Claro Advisors, LLC. Dana serves as a Wealth Advisor at Claro, where he guides his clients through a comprehensive financial planning process that includes net worth and cash flow calculations, as well retirement, education, insurance, and estate planning.

Dana believes that quality service and personalized attention are the hallmarks of his practice, and as such he attempts to treat each and every client as if they were his only client. As opposed to a sales-oriented professional, Dana prides himself on being a service-oriented professional who enjoys regular meetings with clients to review financial plans and investment performance.

Prior to joining Claro, Dana spent eight years as a Financial Advisor at Morgan Stanley in Wellesley, as well as two years at Eaton Vance in the marketing department. Dana received a BS in Business Management from Babson College and has previously passed several securities industry exams including the FINRA Series 7, 24, and 66 and the MA Life and Health Insurance Producer Exam.

Dana resides in Norwood, MA with his wife, Kerri and 2 sons, Mikey and Gabe. He is an Officer at his Masonic Lodge and enjoys fishing and backpacking in his free time.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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