Cedar Brook

Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees.

Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans.

Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak.

Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio.

Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hires David Anderson, J.D., as Chief Compliance Officer.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms announces that Jennifer Falb is joining the firm.

Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row.