Financial Advisor | Plan Consultant
As a Cleveland native and proud graduate of St. Ignatius High School and John Carroll University, Chad Aerni brings a strong sense of community and purpose to his work. Guided by Jesuit values, Chad is committed to helping individuals, families, and businesses achieve financial independence—both in Northeast Ohio and across the country.
Chad began his career at Vantage Financial Group in 2019 as a Senior Associate on the Bearducci Team. He was promoted to Financial Advisor and Plan Consultant five years ago and now plays a key role on the firm’s Qualified Retirement Plans Team. He manages both corporate and individual client relationships, leads fiduciary investment review meetings, and oversees employee education initiatives. Chad also consults on plan design, compliance, and regulatory matters, ensuring that investment and education policies align with fiduciary best practices.
In addition to his corporate retirement plan work, Chad specializes in advising executives and high-net-worth individuals nationwide. His disciplined, goals-based approach incorporates a diversified bucket strategy that includes asset allocation portfolios aligned with each client’s risk preferences and time horizons. He also uses tax-efficient planning strategies to help clients optimize performance, reduce risk, and preserve wealth—so they can pursue their goals with clarity and confidence.
"People don't plan to fail, they fail to plan." – John J. Beckley
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC and Vantage Financial Group, Inc, both registered investment advisers. Cetera is under separate ownership from any other named entity. Branch phone 216.642.7878
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification and asset allocation does not ensure a profit or protect against a loss.