Michael Kurkulonis | CLTC, CRPC

Senior Vice President
Wealth Advisor

Michael Kurkulonis is a Senior Vice President of Claro Advisors, LLC. Mike serves as a Wealth Advisor at Claro, 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.

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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