Joseph Palko, CFP®
Pareto Wealth Management
Branch / Location: Cleveland, OH
Spending nearly 20 years as a Professional Engineer served as a solid foundation for Joseph Palko’s move over to the financial services industry. The complex analysis and critical thinking skills needed as an Engineer parlayed well into similar capacities within the financial planning and investment management business.
Joe joined McDonald Partners in 2013, and formed the Pareto Wealth Management Team with his current partner, Sean Kriak. As Director of Pareto Wealth Management, Joe provides comprehensive financial planning and investment management services.
Prior to joining McDonald Partners, Joe spent his first six years with UBS Financial Services, where he became registered with his Series 7, Series 66, and Ohio Life and Health Insurance registration. He also obtained his Certified Financial Planner® designation in 2011.
Before moving into financial services, Joe most recently served as President and co-founder of Connecticut Reserve Technologies, LLC, an engineering consulting firm which specialized in modeling and analysis of components and systems in extreme environments.
A graduate of Cleveland State University’s Fenn College of Engineering, Joe earned a Bachelor’s Degree in Civil Engineering, as well as a Master’s of Science Degree in Engineering Mechanics.
He frequently volunteers in the community, having served on the Boards of the Crown Point Ecology Center in Bath, Ohio and the Cleveland Engineering Society.
Joe lives in Strongsville, with his wife and two daughters, and enjoys fishing and exercising.