Jeremy DiTullio, CFP®, AWMA®, CRPC®
Jeremy DiTullio is the founding partner and CERTIFIED FINANCIAL PLANNER™ at Cleveland Financial Group, a firm recognized for its expertise in wealth management, wealth transfer strategies and executive-level planning. With over 25 years of experience, Jeremy works with business owners, corporate executives and retirees to help them navigate complex financial decisions with clarity and confidence.
Registered in 31 states, Jeremy delivers tailored strategies built on a foundation of deep personal understanding, thoughtful analysis and ongoing oversight. His comprehensive planning approach integrates investment, retirement, estate and risk management strategies — all customized to support each client's long-term vision. A strong advocate for client education and collaboration, Jeremy is committed to building lasting, trusted relationships.
Before founding Cleveland Financial Group in 2017, Jeremy served as Managing Principal at Lincoln Financial Advisors (now part of Osaic Wealth, Inc.) where he led broker-dealer initiatives across northern Ohio and played a key role in launching the firm's Westlake, Ohio, office in 2015.
Email: Jeremy.DiTullio@clevelandfg.com | Website: www.clevelandfg.com
Latest articles by Jeremy DiTullio, CFP®, AWMA®, CRPC®
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My Student Loan Relief Is Set to Expire, What Now?student loans Millions of student loan borrowers are in for a rude awakening after Jan. 31. The ability to suspend loan payments is coming to an end, so you need to be ready.
By Jeremy DiTullio, CFP® , CRPC®
student loans -
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Questionretirement planning Financial advisers and doctors have a common occupational hazard: Friends and acquaintances often want free advice. When asked point blank, “Why would I hire you?” here’s what one financial adviser had to say to his friend.
By Jeremy DiTullio, CFP® , CRPC®
retirement planning
