Sean Kriak, CFP®, MBA

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Certified in Applied Behavioral Finance from IMCA

Work Experience

• Works with private clients including families, entrepreneurs, medical professionals, and business executives
• Leverages his experience and the resources of MAI to help clients achieve their goals and live their best lives
• Was a Vice President of Investments at UBS where he spent eight years before serving as a Managing Director at McDonald Partners where he ran his own practice group, Pareto Wealth Management

Life Outside of MAI 

• Former youth sports volunteer coach including Ohio Hot Stove Baseball, CYO Basketball, AAU Basketball, and Medina High School Debate Team judge
• Former or current board member and volunteer for organizations including Habitat for Humanity, Solutions Behavioral Health and the Jack Mulhull Center
• Married with three children and lives in Medina, OH
• Enjoys spending time with family, motorcycles, human potential and helping others

Education

• Baldwin Wallace University, MBA from their International Program
• Walsh University, BA in Business Management

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.