JC

Joe Baranek, CFP®

Director, Private Client Group at Clearstead

Joe Baranek, CFP®, has a diverse work experience in the financial industry. Joe began their career as an Administrative Assistant at SS&G in December 2011, where they worked until April 2013. Joe then interned at Penton Media / Ag Division / Farm Press from December 2012 to January 2014. In May 2014, Joe joined 21st Century Financial as a Financial Advisor, staying until February 2015. Since February 2015, they have been with Clearstead, initially working as a Client Planning Associate and later as a Senior Planning Associate. Currently, Joe holds the position of Director in the Private Client Group at Clearstead, a position they have held since June 2022.

Joe Baranek, CFP®, has a strong educational background in finance and business administration. Joe obtained their Bachelor of Business Administration (B.B.A.) degree in Finance/Economics from Kent State University, where they studied from 2010 to 2014. Afterward, they pursued further education at Cleveland State University, obtaining a Master of Business Administration (M.B.A.) degree in Finance, General from 2015 to 2016. In addition to their academic achievements, Joe Baranek has also earned the Certified Financial Planner (CFP) certification from the CFP Board in April 2021.

Links

Timeline

  • Director, Private Client Group

    June, 2022 - present

  • Senior Planning Associate

    July, 2020

  • Client Planning Associate

    February, 2015