Jeremy DiTullio, CFP® , CRPC®
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: email@example.com | Website: www.clevelandfg.com | Twitter: @Cleveland_FG | Facebook: www.facebook.com/ClevelandFinancialGroup/ | LinkedIn: www.linkedin.com/in/jeremyditullio/
Latest articles by Jeremy DiTullio, CFP® , CRPC®
5 Quick and Dirty Questions to Pick a Financial Adviser
Financial Advisers Yes, you can boil a complicated vetting process down to just five quick questions. Or you could dig deeper. The choice is yours.
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® Publishedstudent loans
Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
retirement 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® Publishedretirement planning