Michael J. Moss, CFP®

Michael J. Moss, CFP®

Mike has been working in the wealth advisory industry since joining Clearstead in 2005.  He has served as a Certified Financial Planner (CFP) for more than a decade, receiving his designation in 2010.  For the private client group Mike directly managers client relationships for private client families. More broadly for the firm, Mike oversees the Marketing department, chairs our Fee Committee, and leads the integration of acquisitions. In 2018, Mike led the execution of our rebrand from Hartland to Clearstead.

Mike holds degrees in Finance, Management Information Systems, and Spanish from Ohio University. Prior to joining Clearstead, Mike worked at the corporate headquarters of a publicly traded self-storage company.