Jared Gagne, Cfp®

Jared Gagne, Cfp® Email and Phone Number

Demystifying Wealth Creation & Protection @ Claro Advisors
Jared Gagne, Cfp®'s Location
Boston, Massachusetts, United States, United States
Jared Gagne, Cfp®'s Contact Details

Jared Gagne, Cfp® work email

Jared Gagne, Cfp® personal email

n/a
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.

Jared Gagne, Cfp®'s Current Company Details
Claro Advisors

Claro Advisors

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Demystifying Wealth Creation & Protection
Jared Gagne, Cfp® Work Experience Details
  • Claro Advisors
    Private Wealth Manager
    Claro Advisors Nov 2022 - Present
    Boston, Massachusetts, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jan 2020 - Nov 2022
    New York, Ny, Us
    View

Jared Gagne, Cfp® Skills

Customer Service Leadership Social Media Marketing Strategy Organizational Communication Marketing Online Marketing Creativity Skills

Jared Gagne, Cfp® Education Details

  • Saint Joseph'S College
    Saint Joseph'S College
    Finance

Frequently Asked Questions about Jared Gagne, Cfp®

What company does Jared Gagne, Cfp® work for?

Jared Gagne, Cfp® works for Claro Advisors

What is Jared Gagne, Cfp®'s role at the current company?

Jared Gagne, Cfp®'s current role is Demystifying Wealth Creation & Protection.

What is Jared Gagne, Cfp®'s email address?

Jared Gagne, Cfp®'s email address is jared.gagne@ml.com

What schools did Jared Gagne, Cfp® attend?

Jared Gagne, Cfp® attended Saint Joseph's College.

What skills is Jared Gagne, Cfp® known for?

Jared Gagne, Cfp® has skills like Customer Service, Leadership, Social Media, Marketing Strategy, Organizational Communication, Marketing, Online Marketing, Creativity Skills.

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