Tim Carneval, CPA, CFP®

Senior Wealth Advisor, Director

Cleveland, OH

LET’S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Certified Public Accountant

 

Work Experience

  • Rejoined the firm after serving as an Associate and Vice President from 1995-2001
  • Oversees tax, investment, insurance, and estate planning for both corporate and sports clients
  • Was a part of the Family Wealth Practice of Arthur Andersen LP in Washington, D.C., a principal at FSM Capital Management in Cleveland, and founder of his own firm, also in Cleveland

 

Life Outside of MAI 

  • Has two sons, Craig and Matt
  • Serves as a Home and Family member at St. Raphael School
  • Supporter and volunteer for the St. Baldrick’s Foundation and coaches youth basketball
  • Avid golfer and fisherman, enjoys astronomy, working out, reading, and trips to Chautauqua Lake

 

Education

  • University of Maryland, BS in Accounting
  • University of Virginia, Masters of Accountancy, concentration in Taxation

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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