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Contact Us

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.