Brian Tullio, JD, LL.M, CFP®
Associate Wealth Manager
As a detail-oriented professional, my goal is to make sense of complex financial situations and provide clear recommendations to Fairway’s clients and lead client advisors. I also provide detailed analytical support through cash flow and net worth projections, analyzing and monitoring investment portfolios, and optimizing income tax projections. I often use our Black Diamond wealth platform and NaviPlan financial planning software to create concise analyses.
Prior to joining Fairway, I spent four 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, Northern Ohio Charitable Gift Planners, and the Cleveland-Akron Chapter of the Society of Financial Service Professionals.
I live in Rocky River with my wife, Kate, and our daughter, Gabrielle. We enjoy spending time by the lake with our two dogs and traveling the world. I am also an avid fitness enthusiast and Cleveland sports fan. I love a bold cup of coffee or espresso.