Brian Tullio, JD, LL.M., CFP®
My role focuses on providing unbiased, comprehensive counsel to clients to help them manage their entire personal wealth enterprise. Although the process is uniquely tailored for each client, it typically involves tax and estate planning, investment portfolio management, and cash flow planning. Ultimately, my goal is to make sense of complex financial situations and improve the control and predictability our clients have over their money and future.
Prior to joining Fairway, I spent several years as a gift planning professional at the Cleveland Clinic Foundation, and previously practiced law at a boutique tax law firm. The experience of counseling clients on estate, tax, and wealth planning issues, combined with a deep passion for investments, grants me a powerful perspective. My unique background and skill set enable me to provide the clarity and expertise needed to help our clients achieve their personalized wealth planning goals. A passionate problem-solver, I truly enjoy helping others.
I am an active member of the Estate Planning Council of Cleveland and serve as Treasurer of the Northern Ohio Charitable Gift Planners.
I live on the west side of Cleveland with my wife and daughter. We enjoy traveling and spending time by the lake with our dog. I am also an avid fitness enthusiast and tremendously average golfer. I love a bold cup of coffee or espresso.