Principal and Partner
Azim Nakhooda is a Principal and Partner at Cedar Brook Financial Partners, LLC. In this role, Mr. Nakhooda works with the Principal team to drive strategy and growth at the firm and serves the clients of Cedar Brook in whatever capacity best meets their needs. Additionally, Mr. Nakhooda is responsible for developing client relationships and designing and implementing elements of investment strategy for affluent investors, business owners and corporate executives. He is a Registered Representative with Securities America Inc. and an Investment Advisors Representative with Securities America Advisors.
Prior to joining Cedar Brook Financial Partners, Mr. Nakhooda served as Director of Investments for Cleveland Financial Group. There, he managed investment processes for a $1 billion private client group and was the primary liaison to partner asset management firms, advised on portfolio construction, and market strategy. Mr. Nakhooda also has worked for Fidelity Investments in Boston, Mass., specializing in philanthropic portfolio management.
Mr. Nakhooda received a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Case Western Reserve University. He is a periodic contributor to several national and local financial journals. Mr. Nakhooda has previously volunteered his time with Big Brothers Big Sisters of Greater Cleveland, University Hospitals, and the Cleveland Clinic Foundation.
Mr. Nakhooda lives in Chagrin Falls, Ohio with his wife, Caren, and their three children – Colleen, Casey and Duncan. Witnessing a Cleveland sports championship remains his unfulfilled life-long dream.