Joe Baranek, CFP®
Managing Director, Private Client Group
Joe joined Clearstead in 2015. As a Managing Director in the Private Client Group, Joe provides analytical support for tax, financial planning, and investment management services, and is involved in all aspects of planning and compliance for Clearstead clients.
Prior to joining Clearstead, Joe was a financial advisor at a financial planning firm in Akron. Joe received his BBA from Kent State University focusing on Finance and Economics and his MBA from Cleveland State University with a specialization in Finance.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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1100 Superior Avenue East
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