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John Petty (Jed)
Professional designations
CFA, CFP
Firm or Broker/Dealer name
Rising Tide Financial
States licensed in
Cleveland
,
Ohio
Areas of expertise
Languages spoken
English
Areas of Expertise
Debt Management
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Time Zone
I was in institutional asset management for 31 years before retiring in 2022. I have since opened my own Financial Coaching practice where I work with clients on all aspects of their financial lives.
I have experience helping clients with retirement planning, budgeting, debt management, college planning, saving and investing, estate planning, social security and healthcare planning.
I have been a CFP and CFA for over 25 years and would welcome to opportunity to help any widow/widower in need of Financial Coaching.