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Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Beachwood, OH

Craig is a Senior Wealth Advisor at MAI. He joined the firm in 2021, bringing 18 years of experience to the team. Prior to MAI, he was a Principal at HW Financial Advisors. Craig specializes in asset allocation analysis, wealth management and insurance planning. He earned his Bachelor’s in Finance from Miami University. He has also earned the Registered Financial Consultant and Accredited Investment Fiduciary designations.