Senior VP, Wealth Manager
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 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 a board member of the Boston Estate Planning Council, international TEDx speaker and actively involved in providing education and mentorship to college and professional athletes across the country.
Robert Wang, CFP®, is the Head of Advanced Planning for Brandon Fink, CFP®, AEP® primarily providing analytical research and uncovering opportunities to bring tangible value to clients. He enjoys discussing financial topics, exchanging ideas, and continuously learning. Raised in a modest household and relating to those who have anxiety about money, he strives to ensure others feel comfortable enough to retire and have the resources to pursue their non-financial goals. Prior to joining Claro, he provided support for Ultra-High Net Worth families at Fortis Management Group with issues spanning estate planning, tax planning, insurance, and investments. Before his career pivot into personal financial planning, Robert held financial analysis and planning roles at Granite Telecommunications and Stop & Shop. Robert holds a Bachelor's in Accounting and Finance from Oregon State University and a Master's in Financial Planning from Bentley University.
William Esslinger is an Operations Manager with Claro Advisor. As an experience professional in the financial services industry, William works closely with advisors, high net-worth individuals, business owners, young professionals, and retirees to support their financial journey. William’s expertise includes business processing, client service in the financial service industry, account management, records management, and process documentation. Prior to joining Claro Advisors in 2024, William spent a decade working with Fidelity Investments as a successful High Net-Worth Client Service Specialist and years working with independent advisors as a valued team member.
AEP® Disclosure The Accredited Estate Planner® (AEP®) designation is awarded to experienced estate planning professionals who hold relevant credentials (JD, CPA, CFP®, etc.) and adhere to the NAEPC Code of Ethics. This designation requires an annual renewal and recertification process.
CFP® Disclosure 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.
Five Star Wealth Manager® Award (2019–2025) Brandon Fink was named a Five Star Wealth Manager® in the Boston area for multiple years, most recently 2025. The 2025 award was issued on February 1, 2025, for the evaluation period April 10, 2024 – October 31, 2024, by Five Star Professional (FSP). 4,671 Boston-area wealth managers were considered; 528 (approximately 11%) were selected. No fee was paid to be considered for or receive the award. Fees are paid only if an advisor elects to license or use optional marketing materials. The award is based on disclosed eligibility and evaluation criteria and does not evaluate the quality of investment advice or client outcomes. The award is not indicative of future performance and should not be construed as an endorsement. Additional information regarding the award methodology is available at www.fivestarprofessional.com.
Five Star Wealth Manager® “Under 40” Designation (2020) In 2020, Brandon Fink received a Five Star Wealth Manager® “Under 40” designation, indicating he was under the age of 40 at the time of receiving the Five Star Wealth Manager award. This designation does not represent a separate award or higher distinction and does not imply greater skill or expertise.
Wealthmanagement.com Thrive Award (2019) Awarded by Wealthmanagement.com in 2019. The Thrive Award recognizes advisors based on an application process and published eligibility criteria, including U.S.-based advisors providing financial services to individual clients and having no regulatory actions. No fee was paid to receive the award, and recipients do not pay for advertising or promotional placement. This recognition is not indicative of future performance and should not be construed as an endorsement. There is no guarantee of future selection.