Client Stories

Our Story

Claro is an Independent Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts.

With our unique combination of experience and energy our highly skilled team provides financial solutions for every segment of your family. Our diverse professional backgrounds encompass a broad range of financial services, including banking, insurance, capital markets and asset management. This combination enables us to provide our clients a world-class experience.

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"Teamwork is the ability to work together toward a common vision...It is the fuel that allows common people to attain uncommon results."

Our Team

To serve clients effectively, we will only employ individuals of experience, ability, competence, and integrity. We cherish every client relationship and do our best to earn your respect, because you deserve it.
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Ryan Belanger | CFP

Managing Principal & Founder
Senior Wealth Advisor
Ryan Belanger is the Managing Principal and Founder of Claro Advisors, LLC. As a Certified Financial Planner® and Senior Wealth Advisor with Claro, Ryan works with clients to develop, implement, and oversee solutions to address their wealth management and financial planning needs.

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Jennifer Street

Chief Operating Officer

Jennifer Street is the Chief Operating Officer and Chief Compliance Officer of Claro Advisors, LLC. Her areas of focus include enhancement of the clients’ experience with the firm, operational oversight, regulatory compliance, and new business development.

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Paul Litchfield | CPA

Senior Vice President
Wealth Advisor
Paul Litchfield is a Wealth Advisor and Financial Planner at Claro Advisors, LLC. Paul puts clients’ interests first and is passionate about helping his clients meet all their financial needs through comprehensive planning. Prior to joining Claro, Paul managed successful investment practices as a Vice President at Ferris Capital and Morgan Stanley.

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Jeffrey Corey

Vice President
Financial Advisor
Jeffrey Corey is a Vice President of Claro Advisors, LLC. Jeff serves as a Financial Advisor at Claro, where he provides wholistic wealth management services including investment management, retirement planning, stock option planning, insurance planning, estate planning, philanthropic planning, education planning, etc.

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Dana Rowen

Vice President
Financial Advisor
Dana Rowen is a Vice President of Claro Advisors, LLC. Dana serves as a Financial Advisor at Claro, where he guides his clients through a comprehensive financial planning process that includes net worth and cash flow calculations, as well retirement, education, insurance, and estate planning.

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Michael Kurkulonis, | CLTC, CRPC

Senior Vice President
Wealth Advisor
Michael Kurkulonis is a Vice President of Claro Advisors, LLC. Mike serves as a Financial Advisor at Claro, focusing on retirement planning, asset protection, wealth accumulation, and wealth transfer strategies. As a Chartered Retirement Plan Counselor, his goal is to help each client understand his or her investment portfolio in the context of their unique needs and financial circumstances.

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Robert E. Dockendorff | JD, LL.M

Vice President
Financial Advisor
Robert Dockendorff is a Vice President of Claro Advisors, LLC. Bob serves as an Advisor at Claro, where he helps clients achieve financial goals through careful analysis and the development of long-term plans that encourage consistent, achievable actions. Bob also enjoys sharing helpful financial planning insights on his blog and is an active contributor to Investopedia's Advisor Insights.

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Stilson Tomita | AIF, ChFC, CLU

Financial Advisor

Stilson Tomita is a Financial Advisor with Claro Advisors and brings over thirty-five years of experience in providing fiduciary based wealth management and investment advisory services to high net-worth individuals and families. In addition, he serves as a fiduciary and investment consultant on qualified retirement plans for businesses in several diverse industries.

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Michael Mullin | CFA

Financial Advisor

Michael Mullin is a Financial Advisor with Claro Advisors where he focuses on constructing portfolios for individuals and families. As a Chartered Financial Analyst® (CFA) part of his investment process includes conducting in-depth macroeconomic research to ensure that his clients’ portfolios align with an ever-changing global landscape.

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James Abbot | AIF

Vice President
Financial Advisor
Jim Abbott, Accredited Investment Fiduciary (AIF), is a Vice President and Financial Advisor with Claro Advisors where he is dedicated to helping his clients plan for their financial futures in a way that best meets their goals. Whether planning for retirement, saving for education, or looking to preserve and grow wealth, Jim is there to help.

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Allison Maier

Client Service Manager

Allison Maier is a Client Service Manager where she is primarily responsible for supporting Financial Advisors and the firm's clients. Allison was drawn to Claro because of its diverse wealth management team, robust platform, and strong focus on providing exceptional services tailored to each and every client. She is highly personable and always willing to help.

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OUR PROFESSIONAL AFFILIATIONS

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THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.

Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Toll Free # (800) 604-2838

Fax # (800) 508-1983

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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