Joe Palko, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Works with private clients including families, entrepreneurs, medical professionals, and business executives
• Helps his clients achieve their financial goals by utilizing sound planning and investment strategies
• Prior to MAI, served as an advisor at UBS Financial Services and McDonald Partners, both in Cleveland, Ohio
• Worked as an engineer in the first part of his career, changing to the financial services industry in 2007

Life Outside MAI

• Volunteered with the Cleveland Engineering Society, serving on their Board of Directors and as Treasurer
• Volunteered as a Board Member, VP and later Board Chair for Crown Point Ecology Center in Bath, Ohio
• Married with two daughters who are both proud alumni of The Ohio State University
• Enjoys cooking, exercising and fishing

Education

• Cleveland State University, BA in Civil Engineering MS in Engineering Mechanics

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.