Alexander Rupert, CFP®
Sequoia Financial Group
3500 Embassy Pkwy, Ste 100
Akron, OH 44333
(330) 374-1040
Kimberly Murphy, CFP®
The Lowrie Wealth Management Group
3750 Park East Drive, Suite 200
Beachwood, Ohio 44122
(440) 578-7505
Kurt M. Thomas, CFP®, CLU®
J.L. Thomas & Company, Inc.
1500 Chester Avenue
Cleveland, OH 44114
(216) 241-2300
Natasha Kalas, CFP®
Morgan Stanley Wealth Management
31099 Chargrin Boulevard
Pepper Pike, OH 44124
(216) 360-8627
Marissa Beyer, CFP®
Fidato Wealth LLC
7530 Lucerne Dr Suite 400
Middleburg Heights, OH 44130
(440) 572-5552
Neal Bayless
Kristine Brill
Dollar Bank, FSB
Beachwood Private Banking Office
26949 Chagrin Blvd.
Beachwood, OH 44122
(216) 831-7804
Bob Casarona, CFP®
NCA Financial Planners
6095 Parkland Blvd., Suite 210
Cleveland, OH 44124
(440) 473-1115, Ext. 202
Kim Florcosky, CFP®
(216) 280-8195
Daniel J. O’Brien, MBA, CFP®
Capital Advisors Ltd.
20600 Chagrin Blvd., 1115 Tower E
Shaker Heights, Ohio 44122
(219) 295-7900
Kenneth J. Paull, CFP®
Sequoia Financial
3500 Embassy Pkwy
Akron, OH 44333
(216) 591-2227
Kayla Stowe, CFP®, CRPC®
NMS Wealth Management
121 South Street
Chardon, OH 44024
(440) 510-1901
Lauren Smigelski
FPA of Northeast Ohio
1120 Chester Avenue, Suite 470
Cleveland, OH 44114
(216) 298-9095
Past Presidents Listing
View all past presidents of the Financial Planning Association of Northeast Ohio.