Jeremy DiTullio, CFP® , CRPC®

Jeremy DiTullio, CFP® , CRPC®

Founding Partner | Financial Planner, Cleveland Financial Group

Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group. He serves clients in 20 states throughout the U.S.

Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of 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 17 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.

Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, Ohio, office in 2015 and founded Cleveland Financial Group in 2017.    

Office: 440.617.6676 | Mobile: 216.287.4894 |Email: jeremy.ditullio@clevelandfg.com | Website: www.clevelandfg.com (opens in new tab) | Twitter: @Cleveland_FG (opens in new tab) | Facebook: www.facebook.com/ClevelandFinancialGroup/ (opens in new tab) | LinkedIn: www.linkedin.com/in/jeremyditullio/ (opens in new tab)