Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.
A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.
As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland...
Full-Time Fiduciary (I must put your interests ahead of everything)
Fee-Only (no commissions, no sales, no products, only advice for a fee you pay me directly)
Certified Financial Planning Professional (ethics, education, experience requirements)
Mike Brady has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations...
Kateryna Puchowicz (CRD# 5952424) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Highland Hills, OH and has 1 year of experience in the finance industry.
Thomas Gallagher (CRD# 1976385) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Highland Hills, OH and has over 19 years of experience in the finance industry.
Jeffrey Bogart (CRD# 2049796) is an Investment Advisor Representative working at Jeffrey A Bogart Investment Advisor in Mayfield Heights, OH and has over 25 years of experience in the finance industry.