Jared Gagne

Jared Gagne, CFP®, is a Wealth Advisor at Claro Advisors who helps high-net-worth individuals and families bring structure and simplicity to complex financial lives. Many of his clients are navigating high-stakes decisions—equity compensation, concentrated stock positions, tax strategy, trust and estate planning, family gifting and philanthropy, and major life transitions—without the time or desire to manage every moving part. Jared's goal is to coordinate that complexity, uncover blind spots and inefficiencies, and ensure each decision fits into a cohesive plan aligned with his clients' goals and values.

Jared prides himself on advice grounded in honesty, transparency, and clear decision-making. Jared enjoys bringing a human approach to wealth management—serving as a sounding board for life’s pivotal decisions and building long-term relationships that go far beyond your portfolio. Prior to joining Claro, Jared spent three years at Merrill Lynch advising clients on comprehensive wealth planning and tax-efficient investment strategy.

Outside of the office, Jared serves on the Emerging Leaders Council for Good Sports, supporting the organization's work to expand equitable access to youth sports and physical activity for kids in communities with the greatest need.

You can find Jared most summer nights at Fenway Park cheering on his favorite Boston team. Go Sox!