Chris Pauletta, FPQP®

Senior Client Service Wealth Advisor & Team Leader, Director

Cleveland, OH

LET'S CONNECT

Designations

  • Financial Paraplanner Qualified ProfessionalTM

 

Work Experience

  • Responsible for family office services and financial planning
  • Has played an active role in the establishment of trust practices and procedures regarding the Family Office’s largest and most complex clients
  • Prior to MAI, worked in the international accounting group of Ferro Corporation

 

Education

  • College of Financial Planning

We look forward to learning about your financial goals.

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