Jared Gagne | CPFA

Wealth Advisor

Jared Gagne is a Fiduciary 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. 

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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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. Disclosures and Terms of Use. 

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