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President's Award

Boston Estate Planning Council President's Award

About the Award

The Boston Estate Planning Council's President may bestow the President's Award upon an individual that has displayed exceptional service and dedication to BEPC. The recipient has shown true leadership, volunteerism, and an overall commitment to helping BEPC achieve its mission and goals through their outstanding efforts and continued participation in the Council's activities. The award was established in 2015.

Award Recipients

2026 Awardee

Brandon P. Fink, CFP®, AEP®

Brandon Fink, CFP®, AEP® is a wealth advisor with Claro Advisors. As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Estate 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 nine years as a wealth manager for the Financial Compass Group. In 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.

BEPC congratulates Brandon on this outstanding honor.

 

Past Recipients

2025 Jennifer M. Hall, CFP®, AEP®/ Caroline McKay

2024 Elliot Rotstein, CAP®

2023 Russell Holmes, MBA, CFP®

2022 Katherine L. S. Von Kohorn

2021 Ruth Mattson

 

 

 

 

2020 Laura K. Barooshian

2019 Amy Lonergan

2018 Laura T. Godine and Beth Milkovits

2017 Michael Orentlich

2016 Sarah M. Allen

2015 Adrienne M. Penta

 

Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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