Sean Kriak, CFP®, MBA

Senior Wealth Advisor, Managing Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified in Applied Behavioral Finance from IMCA

 

Work Experience

  • Works with private clients including families, entrepreneurs, medical professionals, and business executives
  • Leverages his experience and the resources of MAI to help clients achieve their goals and live their best lives
  • Was a Vice President of Investments at UBS where he spent eight years before serving as a Managing Director at McDonald Partners where he ran his own practice group, Pareto Wealth Management

 

Life Outside of MAI 

  • Former youth sports volunteer coach including Ohio Hot Stove Baseball, CYO Basketball, AAU Basketball, and Medina High School Debate Team judge
  • Former or current board member and volunteer for organizations including Habitat for Humanity, Solutions Behavioral Health and the Jack Mulhull Center
  • Married with three children and lives in Medina, OH
  • Enjoys spending time with family, motorcycles, human potential and helping others

 

Education

  • Baldwin Wallace University, MBA from their International Program
  • Walsh University, BA in Business Management

We look forward to learning about your financial goals.

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