Planning Associate, Private Client Group
Joe joined Clearstead in 2015. As a Planning Associate 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.
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