ABOUT US

Hometown

Rocky River, OH

Education

John Carroll University, BSBA in Finance                Capital University Law School, Juris Doctorate (J.D.) Capital University Law School, Master of Laws (LL.M) in Taxation

Fairway Since

2020

Brian Tullio, JD, LL.M, CFP®

Associate Wealth Manager

btullio@fairwaywealth.com  
LinkedIn

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.

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