When Cleveland native Jeff Zemito began working in the financial services industry in 1997, his sole mission was to become a lifetime resource for every client that came through his door. As a financial planner, Jeff focuses on wealth management and retirement income strategies—supporting clients by addressing risks associated with market fluctuations, taxes, and various economic conditions. Additionally, Jeff and his support team take a specialized approach to:
- Allocating assets and recommending investments based on your priorities, time horizon, and risk tolerance
- Diversification and rebalancing through access to actively managed portfolios
- Fully integrated financial planning with a focus on long-term perspectives
- Systematic planning and continuous portfolio review
Driven by a relentless pursuit of excellence, Jeff strives to be a consistent performer. At his previous firm, he was a four-time winner of Skylight Financial Group’s Associate of the Year award (2008, 2011, 2014, 2015), has been a lifetime member of the prestigious Million Dollar Round Table since 2003, and a recipient of NAIFA’s National Quality Awards for financial advising, investments, life insurance and annuities since 2003.
Outside of the office, Jeff spends his time supporting numerous community service efforts. He is active with the American Heart Association’s Cor Vitae Society, was the Executive Challenge Chair of the Cleveland Heart Walk for several years, and an annual contributor to the Leukemia & Lymphoma Society. Jeff is also the founder of the annual Cleveland Police Foundation Toy Drive, which collects thousands of donations each year to assist underprivileged families across the state of Ohio during the holiday season.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.