John Marino, CPA, CFP®

Senior Managing Director, Private Client Group

John has been working in the wealth advisory industry since 1989, joining Clearstead in 1997.  John oversees some of Clearstead’s largest and most complicated family relationships both locally and around the country providing tax, financial, estate, and investment planning services. John has been instrumental in the firm’s business development efforts, helping the firm achieve impressive growth and winning the E&Y Finalist Award in 2015.

John holds a degree in Accounting from The Ohio State University.  He has served as a Certified Public Accountant and a Certified Financial Planner (CFP) for over two decades. John serves as the Treasurer of the French American Chamber of Commerce and a board member of the Third Federal Foundation.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US