Robert Wang Email

Head of Advanced Planning for Brandon Fink, CFP® AEP® @ Claro Advisors

5 free lookup(s).
No credit card required.

Robert Wang Location

Boston, MA, US

Robert Wang Work

2025 - now Head of Advanced Planning for Brandon Fink, CFP® AEP® @ Claro Advisors
2022 - 2025 Wealth Management Associate @ Fortis Management Group LLC
View Department
2021 - 2022 Financial Analyst (Commercial Team) @ Stop & Shop

2018 - 2021 Financial Analyst (Planning and Reporting) @ Stop & Shop
2016 - 2018 Product Financial Analyst @ Granite Telecommunications
View Department
2013 - 2016 Cost Assurance Analyst @ Granite Telecommunications
View Department
2012 - 2013 Rebill Specialist @ Granite Telecommunications
View Department
2010 - 2012 Customer Service Representative and Supervisor @ University Housing and Dining Services (Oregon State University)

see less

Robert Wang Education

Bentley University - McCallum Graduate School of Business
Master's of Science, Financial Planning (Financial Planning)
Oregon State University
Bachelor's of Science, Accounting and Finance (Accounting and Finance)
Moanalua High School

Robert Wang Summary

Robert Wang, based in Boston, MA, US, is currently a Head of Advanced Planning for Brandon Fink, CFP® AEP® at Claro Advisors. Robert Wang brings experience from previous roles at Fortis Management Group LLC, Stop & Shop and Granite Telecommunications. Robert Wang holds a Master's of Science, Financial Planning in Financial Planning @ Bentley University - McCallum Graduate School of Business. Robert Wang has 1 emails on RocketReach.

Robert Wang Emails

Found 1 emails

@claroadvisors.com

5 free lookup(s).
No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Robert Wang?

Find contact details for 700 million professionals.

Search

Others Named Robert Wang

Robert Wang

Senior Director, Research Science at Meta

Kirkland, WA, US
4
- gmail.com
- facebookmail.com
- meta.com
- fb.com
5
- +1 412-621-XXXX
- +1 412-860-XXXX
- +1 860-987-XXXX
- +1 949-502-XXXX
- +1 770-831-XXXX
Robert Wang

Managing Director, CX at Connor Group

California, United States
2
- gmail.com
- connorgp.com
3
- +1 510-828-XXXX
- +1 510-583-XXXX
- +1 530-669-XXXX
Robert Wang

Senior Manager, Technical Program Management | Staff Technical Program Manager at Coupang

Incheon, South Korea
4
- gmail.com
- coupang.com
- cpg.coupang.com
- coupang.jobs
2
- +1 571-338-XXXX
- +1 212-791-XXXX
Robert Wang

Partner at Texas Retina Associates

Dallas, TX, US
3
- sbcglobal.net
- texasretina.com
- me.com
3
- +1 949-735-XXXX
- +1 214-397-XXXX
- +1 214-692-XXXX
Robert Wang

Senior Staff Product Manager at Shopify

Canada
3
- shopify.com
- shopify.jp
- shopify.co.uk
1
- +1 905-459-XXXX

View Similar Profiles

Top Claro Advisors Employees

Patrick McNamara

Senior Vice President, Certified Financial Planner ™️ at Claro Advisors

Boston, MA, US
2
- yahoo.com
- claroadvisors.com
5+
- +1 781-681-XXXX
- +1 781-982-XXXX
- +1 312-656-XXXX
- +1 781-681-XXXX
- +1 617-769-XXXX
- +1 617-504-XXXX
James Abbott

Vice President and Wealth Advisor at Claro Advisors

Boston, MA, US
2
- aol.com
- claroadvisors.com
2
- +1 401-640-XXXX
- +1 314-875-XXXX
Katherine Bowes

Senior Vice President, Financial Planner at Claro Advisors

Boston, MA, US
2
- comcast.net
- yahoo.com
5
- +1 617-980-XXXX
- +1 617-472-XXXX
- +1 617-697-XXXX
- +1 617-350-XXXX
- +1 617-304-XXXX
Jordan Pedron

VP of Wealth Strategy at Claro Advisors

Texas, United States
4
- aol.com
- gmail.com
- claroadvisors.com
- saleside.ai
5
- +1 980-216-XXXX
- +1 901-854-XXXX
- +1 901-569-XXXX
- +1 414-271-XXXX
- +1 704-541-XXXX
Jen Street

Head of Wealth Operations at Claro Advisors

Boston, MA, US
2
- claroadvisors.com
- gmail.com
5+
- +1 781-378-XXXX
- +1 617-482-XXXX
- +1 617-455-XXXX
- +1 617-337-XXXX
- +1 617-406-XXXX
- +1 207-233-XXXX
Brad Osten

Head of Platform at Claro Advisors

Boston, MA, US
3
- gmail.com
- ndvr.com
- claroadvisors.com
2
- +1 508-241-XXXX
- +1 508-429-XXXX
Nicholas Desousa

Independent Financial Advisor at Claro Advisors

Narragansett, RI, US
4
- monecoadvisors.com
- hotmail.com
- claroadvisors.com
- narragansettcoc.com
5+
- +1 203-968-XXXX
- +1 203-323-XXXX
- +1 703-231-XXXX
- +1 201-220-XXXX
- +1 401-556-XXXX
- +1 401-764-XXXX
Michael Mullin

Chief Market Strategist at Claro Advisors

Boston, MA, US
3
- yahoo.com
- gmail.com
- claroadvisors.com
2
- +1 617-960-XXXX
- +1 617-481-XXXX
Brandon Fink

Senior Vice President at Claro Advisors

Boston, MA, US
2
- gmail.com
- claroadvisors.com
2
- +1 617-332-XXXX
- +1 617-637-XXXX
Jared Gagne

Private Wealth Manager at Claro Advisors

Boston, MA, US
3
- claroadvisors.com
- yahoo.com
- comcast.net
5
- +1 860-255-XXXX
- +1 203-879-XXXX
- +1 203-217-XXXX
- +1 860-261-XXXX
- +1 860-226-XXXX
Lillian Smith

Client Services Manager at Claro Advisors

Boston, MA, US
2
- ndvr.com
- claroadvisors.com
1
- +1 615-206-XXXX
Robert Wang

Head of Advanced Planning for Brandon Fink, CFP® AEP® at Claro Advisors

Boston, MA, US
1
- claroadvisors.com
Brian Noyes

Senior Client Service Associate at Claro Advisors

Plymouth, MA, US
2
- hotmail.com
- claroadvisors.com
4
- +1 781-706-XXXX
- +1 774-454-XXXX
- +1 401-863-XXXX
- +1 774-994-XXXX
Michael Larence

Client Services Manager at Claro Advisors

Boston, MA, US
2
- +1 508-695-XXXX
- +1 508-463-XXXX
Akos Varga

Staff Software Engineer at Claro Advisors

Budapest, HU
1
- claroadvisors.com

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.