Claro Advisors
Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts. Claro has a diverse team of 13 financial advisors and 3 dedicated support staff members who work together to manage over $650 million in client assets. As a younger generation of financial advisors,(the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name “Claro” was inspired by the latin translation “to make clear in the mind”. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth. Please visit our website for important disclosures and to learn more about who we are and what we do.
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Verified contacts
15
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JA
James Abbott
Vice President & Financial Advisor · Finance & Accounting
EmailPhone - MM
Michael Mullin
Chief Market Strategist · Advertising & Marketing
EmailPhone - PM
Patrick McNamara
Senior Vice President, Certified Financial Planner Tm · Other
EmailPhone - KB
Katherine Bowes
Senior Vice President, Financial Planner · Finance & Accounting
EmailPhone - JG
Jared Gagne
Private Wealth Manager · Finance & Accounting
EmailPhone - PH
Paul Hurney
Client Services Manager · Customer/Client Service
EmailPhone - JS
Jack Sweeney
Wealth Management Intern · Finance & Accounting
EmailPhone - WE
William Esslinger
Customer Service Associate · Customer/Client Service
EmailPhone - MC
Michael Cooney
Senior Vice President, Private Wealth Manager & Alternative Investments Director · Other
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Claro Advisors
14 distinct titles indexed · top 10 shown.
- 2head of advanced planning for brandon fink, cfp aep
- 1chief market strategist
- 1client services manager
- 1customer service associate
- 1financial service advisor
- 1intern
- 1private wealth advisor
- 1private wealth manager
- 1senior vice president, certified financial planner tm
- 1senior vice president, financial planner
- +4more titles
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