- 12/01/2011 - CIO, Peter Franz now a member of Boys & Girls Club
Peter Franz, Chief Investment Officer, is now a member of the Boys & Girls Club of Cleveland Bridge Board.
- 11/29/2011 - Dave Robertson elected to FPA Board
David Robertson, JD, CFP, and Partner of Cedar Brook Financial Partners elected to board of Northeast Ohio Chapter of Financial Planning Association®
- 11/25/2011 - Howard Slater earns master's degree
Howard Slater earns master's degree in financial services.
- 11/22/2011 - Robertson elected to Board of Directors
David Robertson, JD, CFP, and Partner of Cedar Brook, has been elected to the Board of Directors of the Northeast Ohio Chapter of the Financial Planning Association.
- 10/26/2011 - CBFP Principal Raising $100,000 for Leukemia & Lymphoma Society
William Hawke, a Cedar Brook Financial Partners principal, and his family have set a goal of raising $100,000 over the next five years for the Leukemia & Lymphoma Society (LLS). This year, the family hopes to raise over $20,000 as they participate in a variety of athletic challenges.
- 07/20/2011 - Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner
Holistic financial planner, Mark Munday, has helped hundreds of small business owners and young professionals develop customized financial plans over the past 15 years.
- 07/13/2011 - Cedar Brook Financial Partners' Managing Principal, Azim Nakhooda, Celebrates 15 Year Anniversary
Cedar Brook Financial Partners' managing partner and chief investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years.
- 06/19/2011 - Cedar Brook Financial Partners LLC Ranked High Among Top 60 Best Small Companies To Work for in Cleveland
Cedar Brook Financial, LLP was ranked high on the Cleveland Plain Dealer's list of the best small companies to work for in Cleveland.
- 06/01/2011 - Cedar Brook Financial Partners' Managing Principal, Azim Nakhooda, Selected to Speak at Center for Public Investment Conferences
Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury’s summer conferences.
- 05/25/2011 - Cedar Brook Financial Partners, LLC Raises Money for MedWish International
Employees at the Cleveland wealth management firm pay to wear jeans to work to support MedWish.
- 05/18/2011 - Eric Rubin Receives National Industry Recognition
Wealth management firm American Association for Long-Term Care Insurance selects Cedar Brook's Eric Rubin to receive 2011 Achievement Award.
- 05/05/2011 - Cedar Brook Financial Partners, LLC Announces Management Changes
Cedar Brook partners Azim Nakhooda and Peter Franz are selected for elevated roles at one of region’s largest wealth management firms.
- 05/01/2011 - Cedar Brook Retirement Expert Richard Anderson Quoted in Investment News Article
Cedar Brook's Director of Retirement Plans Division, Richard Anderson, is quoted in an informative article copied here (with permission) from Investment News.
- 04/18/2011 - Cedar Brook Financial Partner Craig Gabel Celebrates 20 Years
April marks 20th anniversary of Cleveland wealth manager's financial planning career.
- 03/01/2011 - Cedar Brook Partner, Frank Legan, Earns FINRA Series 31 License
Wealth management firm partner earns securities license that entitles him to sell managed futures.
- 02/28/2011 - Cedar Brook Financial Partner, Rebecca Bar-Shain, Earns 2 Prestigious Awards
Wealth management firm financial planner, community volunteer, and Wharton MBA receives annual Firm award and community award for outstanding service.
- 02/15/2011 - Cedar Brook Financial Partners Doubles Donations to American Heart Association's Go Red For Women Campaign
Wealth management firm supports national effort to help women live longer, heart-healthy lives.
- 01/27/2011 - Cedar Brook Financial Partners Announces The Addition of Ryan Olds, CFP
Wealth management firm adds partner, Ryan Olds, CFP, to its growing professional staff.
- 12/20/2010 - Cedar Brook Financial Partners Promotes Craig Gabel
15-year industry veteran is recognized for his retirement planning expertise.
- 11/09/2010 - Founding Principal of Cedar Brook Financial Partners
Local advisor Howard Slater co-authors book that provides financial planning tools for improved decision making.
- 10/26/2010 - Cedar Brook Financial Partners Welcomes Marge Gillota
Expert medical ombudsman joins wealth management firm.
- 09/02/2010 - Hidden Treasure?
Cedar Brook Financial Partners LLC has announced its first Life Insurance Roadshow will be held October 4-8 at its offices in Cleveland, OH.
- 08/30/2010 - Cedar Brook Financial Partners Sponsors Aurora Community Theatre
ACT Announces 51st Season Sponsors
- 08/01/2010 - Cedar Brook Welcomes Anthony Podojil, Ph.D.
Advisor Joins one of the Region's Premier Independent Wealth Management Firms.
- 07/09/2010 - 401(k) vs Roth IRA
Is it better to contribute to a 401(k) or a Roth IRA? Ask the Expert
- 05/26/2010 - Frank Legan Joins Cedar Brook Financial As Partner
Cedar Brook Financial Partners LLC announced that Frank Legan has joined the firm as a Partner. Prior to his new role at Cedar Brook, Legan was a financial advisor in the private client groups at Merrill Lynch and National City/PNC investments.
- 11/23/2009 - Cedar Brook Welcomes Helene Shafiyan
Experienced Advisor Joins one of the Region's Premier Independent Wealth Management Firms.