Joe Palko, CFP®

Senior Wealth Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Works with private clients including families, entrepreneurs, medical professionals, and business executives
  • Helps his clients achieve their financial goals by utilizing sound planning and investment strategies
  • Prior to MAI, served as an advisor at UBS Financial Services and McDonald Partners, both in Cleveland, Ohio
  • Worked as an engineer in the first part of his career, changing to the financial services industry in 2007

 

Life Outside MAI

  • Volunteered with the Cleveland Engineering Society, serving on their Board of Directors and as Treasurer
  • Volunteered as a Board Member, VP and later Board Chair for Crown Point Ecology Center in Bath, Ohio
  • Married with two daughters who are both proud alumni of The Ohio State University
  • Enjoys cooking, exercising and fishing

 

Education

  • Cleveland State University, BA in Civil Engineering MS in Engineering Mechanics

We look forward to learning about your financial goals.

CONTACT