- MS Society of Greater Cleveland
- Cleveland Food Bank
- Ronald McDonald House
- Make-A-Wish Foundation
Don Grassi, CRPC, AAMS, AWMA
Wealth Management Adivosr
Don has over 31 years of experience in wealth management.
Areas of focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Retirement Plan Distribution
- Investments
- Family Finances
- Wealth Preservation Strategies
- Estate Planning Strategies
- Tax Planning Strategies
- Executive Compensation and Benefit Strategies
Education
- BBA, Finance, Kent State University, Kent, Ohio
Community participation
Interests
- Golf
- Watching my kids participate in sporting activities
- Exercising
- Spending time with family
- Reading