Our Qualifications

Our Cleveland Financial Group Planners have extensive professional experience.

Many of our Financial Planners hold the highest-regarded professional certifications and designations such as; CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning CounselorSM (CRPC®), Accredited Wealth Management AdvisorSM (AWMA®), Chartered Life Underwriter (CLU®), Certification in Long Term Care (CLTC®), Chartered Financial Consultant (ChFC®) and are licensed to represent a variety of investment and insurance products to help meet your individual needs.  We are dedicated to developing lasting relationships with all our clients and we strive to help you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized financial planning that we provide acts as a roadmap toward a more secure financial future. We look forward to using our expertise to help you towards pursuing your financial goals.