Claro Advisors

Dana Rowen

Dana Rowen has built his practice on one principle: quality service isn't something you scale back. It's something you protect.

About your advisor

Dana Rowen

Vice President, Wealth Advisor

Dana Rowen has spent his career doing one thing: being genuinely useful to the people he works with. As a Wealth Advisor and Vice President at Claro, he guides clients through a financial planning process that covers the full picture — net worth, cash flow, retirement, education, insurance, and estate planning.

Dana prides himself on being service-oriented, with relationships built on trust — regular check-ins, honest conversations, and plans that actually evolve as life does. Before joining Claro, Dana spent eight years as a Financial Advisor at Morgan Stanley in Wellesley and two years at Eaton Vance in marketing — experience that gives him a sharp understanding of both the client side and the industry side of wealth management.

He earned a BS in Business Management from Babson College and is one of Claro's founding advisors, having been part of the firm since its earliest days.

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Services & Client Focus

What we work on together

Retirement Planning

When do you want to stop working — and what does that actually look like? We map out the path and keep you on it.

Estate Planning

Protecting what you've built and making sure it goes where you want. We coordinate the details so nothing is left to chance.

Education Planning

Whether it's a 529 or a broader savings strategy, we help families plan for the cost of education without derailing everything else.

Insurance Review

The right coverage at the right time. We assess your exposure and help you protect your income, your family, and your assets.

Cash Flow & Net Worth

Know exactly where you stand. We build a clear picture of what's coming in, what's going out, and where you're headed.

Investment Management

Portfolios built to support your goals, not chase benchmarks. We stay disciplined and stay in your corner through every market cycle.

Process

How we work together

01

Start With the Full Picture

We begin by understanding where you are: your assets, income, expenses, insurance, and what you're trying to protect or build. No assumptions. No shortcuts.

02

Build Your Plan

Using everything we've learned, we develop a financial plan that covers retirement, estate, education, and insurance in one coherent strategy — tailored to your life, not a template.

03

Put It Into Motion

We implement the plan across your accounts and investments, making sure each piece supports the whole. Coordination, not compartmentalization.

04

Review It Regularly

Life changes. Your plan should too. We meet consistently — because staying current with your situation is how we stay useful to you.

common questions

FAQs

What types of clients do you work with?

Dana works with individuals and families across a wide range of life stages — from people building wealth in their 40s and 50s to those approaching or already in retirement. His clients tend to value a relationship-driven approach and want an advisor who will stay engaged, ask good questions, and give them honest guidance over the long term.

What does your planning process cover?

Dana takes a comprehensive approach that includes net worth and cash flow analysis, retirement planning, education funding, insurance review, and estate planning. The goal is to have everything in one integrated strategy, not a collection of separate conversations

How often will we meet?

Regular meetings are a cornerstone of Dana's practice. He believes staying current on your situation is how an advisor actually earns your trust — so he builds consistent check-ins into the relationship from the start.

Are you a fiduciary?

Yes, Claro Advisors is a fee-only, fiduciary RIA — which means we're compensated only by our clients, never by commissions or product sales. Our fees are based on assets under management, and that fee covers comprehensive financial planning, investment management, and ongoing access to your advisor. I'll walk you through the full fee structure in our first conversation. Our full fee schedule is described in our Form ADV Part 2A, available at https://adviserinfo.sec.gov/firm/summary/160294 or upon request.

What makes your approach different?

Dana is service-oriented by design. He's not trying to close you on anything — he's trying to build a long-term relationship where you always know where you stand and trust that the advice you're getting is genuinely for you.

Start a conversation with Dana Rowen

Important Disclosures

This microsite has been prepared by Dana C. Rowen, a financial advisor with Claro Advisors Inc., an SEC-registered investment adviser (CRD No. 160294). The information presented is intended to describe Dana's background, services, and general approach to financial planning. It does not constitute investment advice, a solicitation, or an offer to buy or sell any security.

Registration with the SEC does not imply a certain level of skill or training.

Services and Scope: Claro Advisors provides investment management and financial planning services. References to tax planning describe general financial planning considerations only and do not constitute tax advice. References to estate planning describe financial planning considerations in connection with estate-related decisions and do not imply legal services. Clients should consult a qualified tax professional or attorney for tax return preparation, legal matters, or jurisdiction-specific guidance.

Investment Risk: All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. There is no guarantee that any investment strategy or financial plan will achieve its objectives. Actual results will vary depending on individual circumstances.

Tax Outcomes: Tax strategies and tax-aware planning approaches are intended to seek opportunities to improve after-tax outcomes. Tax results are not guaranteed and will vary based on each client's individual tax situation, applicable law, and other factors outside the adviser's control. Clients should consult a tax professional regarding their specific circumstances.

Financial Planning: Financial planning and goal-based strategies are designed to help clients work toward their objectives. Engaging in planning does not guarantee any specific financial outcome. Results depend on many factors, including market conditions, individual behavior, and circumstances that cannot be predicted or controlled.

Compensation: Claro Advisors is a fee-only registered investment adviser. Compensation is based solely on fees paid by clients. Claro Advisors does not receive commissions or compensation from product sales. A full description of our fee schedule and compensation arrangements is available in our Form ADV Part 2A at https://adviserinfo.sec.gov/firm/summary/160294 or upon request.

Form ADV: Claro Advisors' Form ADV Part 2A and Part 2B, which describe our services, fees, conflicts of interest, and disciplinary history, are available upon request or at https://adviserinfo.sec.gov/firm/summary/160294. Prospective clients are encouraged to review these documents before engaging our services.