Don Grassi, CRPC, AAMS, AWMA

Don Grassi, CRPC, AAMS, AWMA

Wealth Management Adivosr

Don has over 31 years of experience in wealth management.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

  • BBA, Finance, Kent State University, Kent, Ohio

Community participation

  • MS Society of Greater Cleveland
  • Cleveland Food Bank
  • Ronald McDonald House
  • Make-A-Wish Foundation

Interests

  • Golf
  • Watching my kids participate in sporting activities
  • Exercising
  • Spending time with family
  • Reading