Jared Gagne is an Associate Wealth Advisor with a genuine passion for helping families and individuals plan for the financial complexities of life. While the word "guarantee" should not be used in referring to market performance, Jared guarantees a level of professionalism, honesty, and transparency that equals that of his mentors.
Partnering with his clients, Jared educates them in every step of the planning process. Jared believes it is important that clients understand the specific reasoning behind actions being taken and why. Providing peace of mind in the pursuit financial goals.
Prior to joining Claro, Jared worked three years as a Financial Advisor with Merrill managing comprehensive wealth planning and investment strategy recommendations for clients. As Jared thinks of the many reasons he wanted to be associated with Claro as an advisor, this directly aligns with the reasons why a client should want to work with us. The new era of wealth advisors are the professionals who bring competence, clarity, and empathy to those who trust them.
Jared received a BS in both Finance and Marketing at Saint Joseph's College of Maine. Post-graduation, he quickly earned Certified Plan Fiduciary Advisor (CPFA) credentials and has previously passed several securities industry exams, including the FINRA Series 7, 63, and 66.
Outside of the office you can find Jared giving back the knowledge he gained in collegiate baseball coaching his local youth team.