Hi, I’m Luke, a Certified Financial Planner® at Claro Advisors in Boston, MA. I’ve always been fascinated by people—how we make decisions, set goals, and work toward them. Over the years, I’ve had the privilege of helping clients through every stage of life, from buying a first home to starting a family, paying for college, and retiring.
Of course, life isn’t only about the memorable moments. There are also hardships—loss, divorce, job changes, and financial insecurity. My role is to support my clients through both the ups and the downs, giving them the clarity and confidence to know they will be okay in the face of uncertainty.
One part of financial planning that’s often overlooked is learning how to live fully with the money you’ve worked hard to earn. The psychological impact of money isn’t talked about enough. Retirement in particular comes with major mental shifts—from saving and earning to living off what you’ve built. Helping clients see their financial picture across different scenarios (markets, inflation, lifestyle, etc.) empowers them to understand what they can truly afford and, most importantly, to enjoy it.
My core values are honesty, transparency, and accessibility. I believe in building long-term relationships that span generations, ensuring clients always feel they have someone in their corner. Outside of work, I enjoy playing sports and creating educational content to help people learn a little more about money.
One part of financial planning that’s often overlooked is learning how to live fully with the money you’ve worked hard to earn. The psychological impact of money isn’t talked about enough. Retirement in particular comes with major mental shifts—from saving and earning to living off what you’ve built. Helping clients see their financial picture across different scenarios (markets, inflation, lifestyle, etc.) empowers them to understand what they can truly afford and, most importantly, to enjoy it.
My core values are honesty, transparency, and accessibility. I believe in building long-term relationships that span generations, ensuring clients always feel they have someone in their corner. Outside of work, I enjoy playing sports and creating educational content to help people learn a little more about money.
