Private Wealth Manager
Current
Nov 2022 - Present
AeroLeads people directory · profile
Jared Gagne, Cfp® Email & Phone Number
Demystifying Wealth Creation & Protection
at
Claro Advisors
1 work email found
@claroadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Demystifying Wealth Creation & Protection
Location
Boston, Massachusetts, United States
Who is Jared Gagne, Cfp®? Overview
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Quick answer
Jared Gagne, Cfp® is listed as Demystifying Wealth Creation & Protection at Claro Advisors, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at claroadvisors.com and a matched LinkedIn profile for Jared Gagne, Cfp®.
Jared Gagne, Cfp® previously worked as Private Wealth Manager at Claro Advisors and Financial Advisor at Merrill Lynch Wealth Management. Jared Gagne, Cfp® holds Bachelor Of Science - Bs, Finance from Saint Joseph'S College.
Company email context
Email format at Claro Advisors
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*@claroadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jared Gagne, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jared Gagne, Cfp®
I am a Private Wealth Manager at Claro Advisors, a boutique wealth advisory firm dedicated to providing clients with clarity for their financial future. We have over 40 years combined experience, and can draw on expertise in tax-efficient wealth management, concentrated stock positions, equity compensation, multi-generational trusts, and tailored financial planning to build and maintain wealth.While the word "guarantee" should not be used in referring to market performance, I guarantee a level of professionalism, honesty, and transparency that equals that of my mentors. Feel free to connect with me to chat about shared interests, or how our team can help provide you with a roadmap to organize your financial life.
Listed skills include Customer Service, Leadership, Social Media, Marketing Strategy, and 4 others.
Current workplace
Jared Gagne, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles
Jared Gagne, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2020 - Nov 2022
1 education record
Jared Gagne, Cfp® education
-
Saint Joseph'S College
FAQ
Frequently asked questions about Jared Gagne, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jared Gagne, Cfp® work for?
Jared Gagne, Cfp® works for Claro Advisors.
What is Jared Gagne, Cfp®'s role at Claro Advisors?
Jared Gagne, Cfp® is listed as Demystifying Wealth Creation & Protection at Claro Advisors.
What is Jared Gagne, Cfp®'s email address?
AeroLeads has found 1 work email signal at @claroadvisors.com for Jared Gagne, Cfp® at Claro Advisors.
Where is Jared Gagne, Cfp® based?
Jared Gagne, Cfp® is based in Boston, Massachusetts, United States while working with Claro Advisors.
What companies has Jared Gagne, Cfp® worked for?
Jared Gagne, Cfp® has worked for Claro Advisors and Merrill Lynch Wealth Management.
How can I contact Jared Gagne, Cfp®?
You can use AeroLeads to view verified contact signals for Jared Gagne, Cfp® at Claro Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jared Gagne, Cfp® attend?
Jared Gagne, Cfp® holds Bachelor Of Science - Bs, Finance from Saint Joseph'S College.
What skills is Jared Gagne, Cfp® known for?
Jared Gagne, Cfp® is listed with skills including Customer Service, Leadership, Social Media, Marketing Strategy, Organizational Communication, Marketing, Online Marketing, and Creativity Skills.
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