Boris  Kagarlitskiy,  CFP<sup>&reg;</sup> - Financial Advisor

Boris Kagarlitskiy, CFP®

®, ChFC ®

2185 Warrensville Center Rd
University Hts, OH 44118
(216) 691-3230


Boris Kagarlitskiy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in University Hts, OH and the surrounding communities.

Financial Advisor Experience


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Nontraditional Households, Special Needs


Helpful Financial Planning Resources