Craig Petti, RFC®, AIF®

Senior Wealth Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations 

  • Accredited Investment Fiduciary®
  • Registered Financial Consultant

Work Experience 

  • Brings more than 20 years of industry experience and specializes in asset allocation analysis, wealth management, retirement planning, and insurance planning

Life Outside of MAI 

  • Community volunteer through the Jewish Federation of Cleveland and the Cleveland Food Bank

Education

  • Miami University, BA in Finance

We look forward to learning about your financial goals.

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