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.
*Disclosure: The FIVE STAR Wealth Manager Award in the Wealth Management Category is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2022 Five Star Wealth Managers. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.
*Disclosure: Five Star Wealth Manager Under 40: The designation "Under 40" indicates that the individual recognized as a Five Star Wealth Manager is under the age of 40 years old. This designation does not represent a separate award or imply higher prestige. It simply serves as a clarification that the wealth manager is a recipient of the Five Star Wealth Manager rating and falls within a specific age range.
*Disclosure: The Wealthmanagement.com Thrive Award was designated by Wealthmanagement.com and awarded in 2019. To qualify for the Wealthmanagement.com Thrive list of fastest growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. This award is obtained by application. Claro Advisors does not pay a fee to receive the award. Award recipients do not pay for ad space or promotional products. Working with a Thrive award recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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. Disclosures and Terms of Use.
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