Jeremy Di Tullio, CFP®, AWMA®, CRPC®

Jeremy DiTullio is the founding partner and CERTIFIED FINANCIAL PLANNER™ at Cleveland Financial Group, a firm recognized for its expertise in wealth management, wealth transfer strategies, and executive-level planning. With over 24 years of experience, Jeremy works with business owners, corporate executives, and retirees to help them navigate complex financial decisions with clarity and confidence.

Registered in 31 states, Jeremy delivers tailored strategies built on a foundation of deep personal understanding, thoughtful analysis, and ongoing oversight. His comprehensive planning approach integrates investment, retirement, estate, and risk management strategies—all customized to support each client’s long-term vision. A strong advocate for client education and collaboration, Jeremy is committed to building lasting, trusted relationships.

Before founding Cleveland Financial Group in 2017, Jeremy served as Managing Principal at Lincoln Financial Advisors (now part of Osaic Wealth, Inc.) where he led broker-dealer initiatives across northern Ohio and played a key role in launching the firm’s Westlake, OH office in 2015.

Jeremy lives in Avon Lake, OH with his wife, Amy, and their three children. Outside of work, he enjoys staying active, coaching youth basketball, reading, and traveling with his family.

He holds multiple securities registrations, including Series 7, 9, 10, 24, 51 and is a registered Investment Advisor Representative (IAR).