Maureen Leneghan CPA, CFP ®, CGMA
Senior Associate, Private Client Group
Maureen has been working in the wealth advisory business for over 20 years. Maureen is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Global Management Accountant (CGMA). She received her CPA license in 2003, her CGMA in 2012, and her CFP® designation in 2017.
At Clearstead, she is a member of the Financial Planning Department in the Private Client Group. Maureen works closely with our clients, client advisors, and associates to prepare and deliver net worth reports, cash flow plans, estate and trust analyses and tax planning. She also serves in advisor role, where she manages relationships for private client families and individuals. Maureen’s other responsibilities include assisting with the management of the Financial Planning Department and she is a member of Clearstead’s IMPACT committee.
Maureen is a member of the American Society of CPA’s, the Ohio Society of CPA’s, the Estate Planning Council of Cleveland, and the Financial Planning Association. Maureen is a member on the finance committee of the board for the Conservancy for Cuyahoga Valley National Park. Maureen holds a BSBA degree from The Ohio State University and an Executive Certificate in Financial Planning from The Fisher College of Business at The Ohio State University. Prior to joining Clearstead, Maureen worked at local wealth management firm for over 15 years.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114