On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Brandon Fink, Wealth Advisor at Claro Advisors.

Get in touch with Brandon:

https://www.claroadvisors.com/

https://www.linkedin.com/in/brandonpaulfink/

Brandon Fink, CFP® is a Senior Vice President and Wealth Advisor with Claro Advisors. As a Certified Financial Planner™, Brandon works closely with business owners, high net-worth individuals, young professionals, retirees, entertainers and athletes to guide them through a broad range of financial decisions.
Brandon’s expertise includes investment management, retirement planning, equity compensation, insurance, long term care, estate planning, philanthropic giving and tax efficient financial planning.
Prior to joining Claro Advisors in 2021, Brandon spent 9 years as a wealth manager for the Financial Compass Group. In just his first year in the business, Brandon was awarded the “National Developing Advisor of the Year” as a member of Equitable’s Retirement Benefits Group. Brandon has been named in Boston magazine as a Five Star Wealth Manager award winner and on Wealthmanagement.com’s 2019 Thrive List of Fastest Growing Advisors*.
Brandon graduated from Boston University with a concentration in finance. After graduation, Brandon quickly earned his Certified Financial Planning Designation at his alma mater. He is an active member of the Boston Estate Planning Council, The Jewish Federation of Boston, and an avid fan of all things basketball.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Golliher, Financial Advisor of Vista Investment Partners.

Get in touch with Matt:

https://www.vistainvestment.net/

https://www.linkedin.com/in/matt-golliher-27a50599/

Matt’s approach combines traditional wealth management with alternative strategies to account for how the future may be different from the past.

Prior to joining Vista, Matt worked at WestPoint Financial Group, First Merchants Corporation and US Bancorp Investments. Matt obtained his bachelor’s degree from Indiana University Bloomington, and currently holds his Series 6, Series 7, Series 63 and Series 66 securities licenses as well as his life and health insurance license.

Disclaimer: Vista Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

On this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Cohen, Relationship Manager at West Financial Services.

Get in touch with Matt:

https://westfinancial.com/

https://www.linkedin.com/in/mattcohendc/

"I consider myself to be a passionate investment services professional and an advocate for the financial well-being of my clients. I strive to be that “first phone call” to help clients address a variety of financial and estate related questions, including gifting strategies.
As a relationship manager at West Financial Services, I provide financial planning services and investment management to clients, and I lead a team of skilled practitioners who are instrumental in executing a successful financial plan.
I specialize in turning a lifetime of savings and hard work into a reliable income stream for clients nearing and in retirement. In addition, as an “elder millennial,” I have firsthand knowledge of the financial issues facing this large generation and I work closely with many younger clients who are accumulating assets - often advising and educating multiple generations of families."