Patrick McNamara, CFP® is a Wealth Advisor at Claro Advisors with more than 30 years of experience in the financial services industry. As a Certified Financial Planner™, Patrick takes an education-first, fiduciary approach, and is known for thinking differently and challenging conventional investment strategies in favor of more thoughtful, efficient solutions, including defined outcome and structured note strategies designed to help manage risk and generate income.
Patrick works primarily with retirees and pre-retirees, helping them implement defined outcome strategies designed to create predictable income, manage downside risk, and improve overall portfolio efficiency. A key focus of his work is reducing unnecessary tax exposure, helping clients keep more of what they earn while navigating changing markets and tax environments.
He brings deep experience in retirement income planning, tax-aware portfolio construction, and structured notes, helping clients pursue more predictable income, reduce portfolio volatility, and invest with greater confidence and clarity throughout retirement.
Earlier in his career, Patrick worked at Fidelity Investments, Goldman Sachs, and Morgan Stanley. He earned his B.S. in Business Administration from SUNY Oswego and his M.B.A. from the Boston College Carroll School of Management.
