Colleen M. Cleary, CPA/PFS, CFP®
Director of Client Services

After graduating from Siena College with a BBA in Accounting, Colleen began her career in the field of public accounting in upstate New York. Her professional focus expanded to financial planning after her move to the Cleveland area in the 1990s. Colleen joined Cornerstone Family Office in 2016. Her current role allows her to draw upon her experience to assist clients in achieving their financial goals. Colleen holds a Certified Public Accounting license, a Certified Financial Planner designation and the Personal Financial Specialist designation. She is a member of the American Institute of CPAs, the Ohio Society of CPAs and the Financial Planning Association
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Cornerstone Family Office, LLC
5885 Landerbrook Drive, Suite 300 • Mayfield Heights, OH 44124 • Phone 440.460.0460 • Fax 440.460.0420