Maureen Leneghan CPA, CFP ®, CGMA

Managing Director, Financial Planning

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.

As the Director of Financial Planning, Maureen oversees the financial planning department and works closely with our clients, client advisors, and associates to prepare and deliver net worth reports, cash flow plans, estate and trust analysis and other financial modeling. Maureen is a supporting manager on a number of our private client families and individuals.

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. 

INSIGHTS

ClearPoint – May 2019

2019 EmpowHER Woman of the Year

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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.

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

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