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Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Independence, OH

Marla is a Senior Wealth Advisor & Team Leader, Managing Director at MAI, joining the firm in 2021. Prior to MAI, she was the Director of Financial Planning Services at HW Financial Advisors and previously spent 17 years as a Principal at a boutique multifamily office.

Marla has extensive experience in investment consulting, tax planning and preparation, family office services, financial education, trust administration and estate and retirement planning. She earned her Bachelor’s in Accounting from Bowling Green State University.

Marla is also a Certified Public Accountant, Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER ™, and holds the Accredited Estate Planner® designation.

Marla is on the Board of Trustees for the Jewish Federation of Cleveland.