Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, 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. He is particularly focused on helping basketball coaches and professional athletes accumulate and protect their wealth. Along with understanding the unique challenges and opportunities for them, he applies key elements of basketball strategy to financial planning ensuring his clients are becoming educated during the process.
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. He routinely qualified as a member of the Million Dollar Round Table (MDRT), a prestigious international network of top financial professionals globally who serve their clients with exemplary performance and convey the highest standards of ethics. In addition, Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner (2018-2020)* 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.