Andrew Marusic, CFP®, AIF®

Senior Wealth Advisor, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Accredited Investment Fiduciary® designation

 

Work Experience

  • Joined MAI in 2021 as a result of MAI’s acquisition of HW Financial Advisors, where he was a Principal
  • Responsible for helping individuals and families define and meet their goals and objectives by implementing comprehensive wealth management solutions

 

Life Outside of MAI 

  • Involved in the Croatian community, participating on boards, coaching sports, and cultural festivities
  • Participates in multiple greater Cleveland Catholic Charities and education initiatives
  • Andrew and his family are involved in the Bainbridge Township Community where they reside

 

Education

  • John Carroll University, BS in Finance & Economics

 

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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