David Robertson, CFP^®, JD

Partner

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David A. Robertson is a Partner with Cedar Brook Financial Partners. In this role, Mr. Robertson provides a broad array of wealth management services to affluent individuals and families. Mr. Robertson focuses on providing clients with unbiased, objective advice in order to help them become financially independent, reduce tax liabilities, improve risk-adjusted investment returns and protect assets against unnecessary risk. He is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.

Prior to joining Cedar Brook Financial Partners, Mr. Robertson served as the Managing Director and Senior Vice President of Sterling, a wealth management division of National City Bank. There, he was responsible for providing family office services to new and existing clients and managing the expansion of Sterling’s alternative investment business.

Mr. Robertson received a Bachelor of Arts degree in economics, with honors, from Colgate University in Hamilton, N.Y. He earned a Juris Doctorate from Case Western Reserve University School of Law in 1986, where he served as an editor of the law review. He earned a CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification in 1994, and he is a member of the Financial Planning Association and the American Bar Association.

Active in community affairs, Mr. Robertson serves on the Investment Committee of St. Paul’s Episcopal Church, as well as the Board of Trustees for WECO Fund, Inc., a provider of financial services and programs to low and moderate-income individuals and families and the companies, organizations, and institutions in which they are involved. He and his wife, Jean, are residents of Shaker Heights, Ohio and have two children.

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