Jeremy D. DiTullio, CFP®, AWMA, CRPC®

Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have prodigious experience in wealth management, wealth transfer strategies and executive-focused planning. He serves clients in 33 states throughout the US.

Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of financial planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement.

He utilizes a unique financial planning process that has been developed over the past 24 years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long-term partnership with a trusted advisor.

 Jeremy affiliated with Osaic Wealth Inc. (Formerly Lincoln Financial Advisors) in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Osaic Wealth Inc. | Sagemark Consulting, responsible for broker-dealer initiatives throughout northern Ohio.