Michael Kurkulonis is a Wealth Advisor at Claro Advisors, LLC. focusing on retirement planning, asset protection, wealth accumulation, and wealth transfer strategies. As a Chartered Retirement Plan Counselor, his goal is to help each client understand his or her investment portfolio in the context of their unique needs and financial circumstances. He believes his primary responsibility is to help his clients not only achieve financial independence, but enjoy it. In addition to being a Chartered Retirement Plan Counselor, Mike is Certified in Long-Term Care, which focuses on the discipline of extended care planning.
Prior to joining Claro in 2012, Mike spent seven years as a Financial Advisor at Fidelity Bank and Morgan Stanley, as well as two years at Millbury Credit Union in the banking department. Mike received a BA in Marketing from Assumption College and holds a Life and Health Insurance Producer license in Massachusetts. He is on the Board of Directors for March of Dimes, and is also actively involved in the Worcester Chamber of Commerce and the Assumption College Alumni Association.
Mike enjoys playing golf and spending time with family on Cape Cod and in Florida. He resides in Worcester, MA with his wife Anne and daughter Sofia.