(330) 840-1819

joe@pearlprivatewealth.com

If I could describe myself in one word, it would be curious. I'm a lifelong learner who enjoys meeting new people and hearing their stories. One of the most rewarding aspects of my career as a financial planner is the opportunity to listen, learn, and help clients pursue the futures they envision for themselves and their families.

I primarily work with individuals approaching retirement, established families, and medical professionals. My ideal client values professional guidance and seeks an ongoing fiduciary relationship tailored to their unique goals, circumstances, and priorities. My team and I help clients make confident financial decisions with integrity and transparency.

Born and raised in Cleveland, Ohio, I currently live there with my wife, Lauren. I earned a degree in finance from The Ohio State University, where I was also a member of the university's cheerleading team. I hold the CERTIFIED FINANCIAL PLANNER® certification and furthered my education by earning the Retirement Income Certified Professional® (RICP®) designation. Outside of work, I enjoy exercising, reading, studying history, cooking, and spending time with family and friends. I also love traveling and being outdoors. Whether it's hiking, snowboarding, or relaxing on the beach, I enjoy opportunities to recharge and experience something new. Dislikes include the IRS and when people don't put their shopping carts away.