Mitchell Romeo, CPWA®, CPFA®
Partner, Wealth Advisor
Sheffield Village Office
Since my entry into the finance industry in 2013, I've had the privilege to serve in various capacities, and today, I serve as president, Partner, and Wealth Advisor for Strata Financial Group, LLC. My foundational education at Ohio State University, where I graduated from the Fisher School of Business with a specialization in Investment Finance, was instrumental in shaping my attraction toward the field.
My hands-on experience, including roles as an Analyst in the Student Investment Management Program at the Ohio State University's Endowment Fund, Equity and Private Equity Research Associate positions with Cleveland Research Company and CityMark Capital, were incredibly enriching. Additionally launching a venture RCM Equities further expanded my grasp on business, investing, and real estate.
Equipped with Series 7 and 66 licenses, 1 of several thousand advisors nationally holding the Certified Private Wealth Advisor® certification with executive education done at Chicago Booth's prestigious business school, and Certified Plan Fiduciary Advisor® certification completed via membership with the American Retirement Associate, I am prepared to guide and collaborate with clients on multiple financial fronts. I have extensive experience and an affinity for advising and guiding small to medium-sized business owners, medical & dental professionals, and management-level employees. I'm ready to join forces if you have a tax planner or estate advisor. If you're still looking, we can find the right fit with our network resources.
Outside of work, I enjoy spending my free time with my wife (Kenzie), son (Jackson), and our dog (Kona), traveling, exploring restaurants and real estate, and doing physical activities such as softball, basketball, and working out. I enjoy participating in monthly community service with our Strata company initiatives and have served on the following boards: Goodwill of Lorain County and Bluestone Homeowners Cluster Association.