ABOUT

Brett Frascati

Wealth Strategist

Brett Frascati is a Wealth Strategist at Claro Advisors, where he helps individuals and families simplify complex financial decisions through thoughtful planning and personalized investment strategies.

Prior to joining Claro, Brett spent nearly a decade with Personal Capital (later Empower), where he partnered with clients to align their investments and financial plans with their long-term goals. Earlier in his career, he worked alongside financial advisors on retirement planning solutions and began his career at Charles Schwab in 2008.

Brett is committed to fiduciary excellence and building relationships grounded in trust, clarity, and accountability. He works closely with clients to deliver tailored strategies designed to support both their financial goals and broader life priorities.

He holds a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Sacramento, and has been actively involved with Big Brothers Big Sisters of Colorado for 10 years.

Originally from Anchorage, Alaska, Brett developed an early appreciation for the outdoors that continues to shape his life today. Outside of work, he enjoys mountain biking, visiting national parks, and exploring new restaurants while traveling.

Brett Frascati
Your Wealth Optimized

Our mission:
Helping you pursue a simpler, wealthier life.

We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that supports our advisors, we provide thoughtful insights and strategies tailored to your individual needs. Our goal is to simplify your financial life and help you pursue a wealthier life.*