Jeremy DiTullio, CFP®, AWMA®, CRPC®
Financial Planner
Jeremy DiTullio is the founding partner and lead financial planner at Cleveland Financial Group, a firm known for its expertise in wealth management, wealth transfer strategies, and executive-level planning. Licensed in 25 states, Jeremy brings over two decades of experience, helping business owners, executives, and retirees navigate complex financial decisions with customized strategies tailored to their specific needs.
Jeremy’s approach is rooted in over 20 years of financial planning experience. A comprehensive approach prioritizes a deep understanding of each client’s personal and financial goals, detailed analysis, creative solution design, and ongoing oversight. As a strong believer in client education and collaboration, he builds long-term partnerships with those seeking a trusted, proactive advisor.
Jeremy joined Osaic Wealth, Inc. (formerly Lincoln Financial Advisors) as the Managing Principal before establishing Cleveland Financial Group in 2017. His leadership was instrumental in launching the Westlake, OH office in 2015, and he previously oversaw broker-dealer initiatives across northern Ohio as part of Osaic FA.
Residing in Avon Lake, OH, Jeremy enjoys spending time with his wife, Amy, and their three children. He stays active through fitness, coaching basketball, reading, and traveling with his family.
Jeremy holds several registrations, including Series 7, 9, 10, 24, 51, 66, and is an Investment Advisor Representative (IAR).