Brian Tullio, JD, LL.M., CFP joins Fairway Wealth Management

By: Mark Weiskind

Brian Tullio, JD, LL.M., CFP® has joined Fairway as an Associate Wealth Manager. Brian has unique experience in several niche areas.  He previously practiced law in the areas of estate planning and wealth preservation, succession planning, and taxation. He was also a planned giving attorney within the Philanthropy Institute of The Cleveland Clinic Health System.  There, he specialized in philanthropic planning and advised on the estate, financial and tax implications of charitable giving strategies. Brian has his BS in Business Administration (Finance) from John Carroll University. He also holds a Juris Doctorate (JD) and Master of Laws in Taxation (LL.M.) from Capital University, and is a CFP® professional. Brian is the first JD on staff and Fairway is excited to have him as part of our team.