John Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Cleveland, OH

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Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 1984 after two years of public accounting experience
  • Experience includes providing income tax planning and compliance, investments, insurance, estate planning, and financial planning for professional athletes, coaches, and retired athletes
  • Barron’s Top Advisor by State in 20211

 

Life Outside of MAI 

  • Serves as Secretary for The Brees Dream Foundation
  • Assistant Secretary/Trustee for the Peyback Foundation
  • Enjoys traveling and spending time with family

 

Education

  • John Carroll University, BBA in Accounting

We look forward to learning about your financial goals.

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