Title: Managing Director, Pareto Wealth Management
Branch / Location: Cleveland, OH
As Managing Director of Pareto Wealth Management, Sean Kriak acts as lead advisor for a select number of clients, using his comprehensive four-step wealth management process to help them reach their goals. This process usually includes investment, retirement and estate planning. Risk management and tax efficiency are major factors throughout the process, as well. He believes in the Golden Role and uses it along with his education, experience and expertise to help clients develop, implement and execute their own personalized plan.
Sean began his nearly 20+ year career in financial advisory at AG Edwards, working as a financial advisor. He then spent eight years at UBS as Vice President of Investments before joining McDonald Partners in 2012.
Sean is a Certified Financial Planner®, is FINRA Series 7, 31, 63 and 65 registered and licensed in more than 15 states to best serve client families with their advisory and brokerage needs. He also earned a certificate in Applied Behavioral Science from the Investment Management Consultants Association (IMCA).
A graduate of Walsh University, Sean has a Bachelor of Arts degree. He also has a Master’s Degree in Business Administration, specializing in International Business, from Baldwin Wallace University.
Sean lives in Medina with his wife Kelly and their three children. He is active in the community in roles including coach, board member, volunteer, and public speaker for various community and charity organizations. His other interests include traveling, motorcycling, fitness and personal development.