Marla Petti CPA/PFS, AEP®, CFP®
Regional President - Family Office @ MAI Capital Management
About
Provide wealth advisory services for high net worth individuals and their families.
United States
Cleveland
Financial Services
Financial Planning, Investments, Executive Compensation Planning, Tax, Estate Planning, Strategic Planning, Retirement Planning, Financial Analysis, Trusts, Portfolio Management, Financial Planners, CPA
Experience
Regional President - Family Office
MAI Capital Management
Senior Wealth Advisor & Team Leader, Managing Director
MAI Capital Management
Cleveland/Akron, Ohio Area
Provide wealth advisory services for high net worth clients and their families. Specialize in estate planning, retirement planning, charitable giving and tax planning.
Director of Financial Planning Services
HW Financial Advisors
Principal
Multi~Family Family Office
CPA
Sterling - A Division of NCB
Education
Bowling Green State University
Accounting
Marla Petti CPA/PFS, AEP®, CFP®'s Contact Information
Phone
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