Cedar Brook Financial Partners' David Robertson, CFP®, JD Celebrates 20th Anniversary

News > Cedar Brook Financial Partners' David Robertson, CFP®, JD Celebrates 20th Anniversary

CLEVELAND, OH, March 2, 2013 – Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is pleased to announce that David Robertson, CFP®, JD and Partner, is celebrating his twentieth anniversary serving clients in the financial services industry. Cedar Brook, one of the region’s largest independent wealth management firms, offers a wide range of customized financial solutions for individuals and business owners who need to manage their wealth through retirement.

Mr. Robertson views a person’s financial life as puzzle pieces just waiting to be put together and he’s passionate about building a financial picture for his clients. Mr. Robertson has spent his career helping people clarify their goals and simplify their financial lives. A lawyer and CERTIFIED FINANCIAL PLANNER®, Mr. Robertson has tremendous experience building comprehensive financial plans that take into consideration investments, estate planning, tax strategies, and wealth protection and preservation.

“I’m honored to recognize David on his 20th anniversary and I’m proud to be his business partner. I believe David’s success can be attributed to his thoughtful approach to educating his clients on their financial situation, options, and opportunities. He acknowledges that clients need to understand the process and be educated on the aspects of our work before they can begin the important process of developing a comprehensive financial plan,” said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners. “David’s a wonderful asset to our growing wealth management firm,” continued Nakhooda.

About Cedar Brook Financial Partners

Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. 

Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.  Securities America and its representatives do not provide tax or legal advice. For more information, please visit www.cedarbrookfinancial.com.

 

 

 
 
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