Joseph Baranek, CFP®

Joseph Baranek, CFP®

Joe Baranek is a Senior Managing Director in the Private Client Group at Clearstead, where he supports clients by providing analytical support for tax, financial planning, and investment management services. He has been working in the financial planning industry since 2015, joined Clearstead in 2015, and is a Clearstead shareholder.

Joe brings expertise in tax strategy, financial planning, and investment management. Before joining Clearstead, he worked as a financial advisor at a financial planning firm in Akron. Throughout Joe’s career, he has led comprehensive planning and compliance initiatives for high-net-worth individuals and families.

Joe obtained his BBA in Finance and Economics from Kent State University, his MBA with a specialization in Finance from Cleveland State University, and holds the CFP® designation.