Marla Petti, CPA/PFS, AEP®, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant and Personal Financial Specialist
  • Accredited Estate Planner® designation

 

Work Experience

  • Joined the firm in 2021 with extensive experience in investment consulting, tax planning and preparation, family office services, financial education, trust administration, and estate and retirement planning
  • Was the Director of Financial Planning Services at HW Financial Advisors and previously spend 17 years as a Principal at a boutique multifamily family office
  • Was named to Crain’s Cleveland Business Five to Watch in Finance in 2017

 

Life Outside of MAI 

  • Serves on the Board of Trustees for the Jewish Federation of Cleveland

 

Education

  • Bowling Green State University, BA in Accounting

We look forward to learning about your financial goals.

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