Marla Petti, CPA/PFS, AEP®, CFP®
Senior Wealth Advisor, Managing Director
Marla is a Senior Wealth Advisor, Managing Director at MAI, joining the firm in 2021.
Prior to MAI, she was the Director of Financial Planning Services at HW Financial Advisors. 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™ professional, and holds the Accredited Estate Planner® designation.
Marla is on the Board of Trustees for the Jewish Federation of Cleveland, is the President of the Beachwood Athletics Boosters Board, and is a member of the City of Beachwood’s Citizen Finance Advisory Committee and the City of Beachwood’s Audit Committee.