Joshua S. Melda, CFP joins Cleveland-based wealth management firm following career at one of the country’s largest banks.

Cleveland, OH -- (SBWIRE) -- 06/19/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce that Joshua S. Melda, a financial advisor, is joining the firm as a Partner. Cedar Brook, one of the region's largest independent wealth management firms, offers a wide range of customized financial strategies for individuals and business owners who value unbiased, client-centric, financial expertise.

Josh has extensive financial services educational achievements including, earning the Certified Financial Planner (CFP®). He holds the Series 7, Series 66, Series 31, and the Life, Health, Disability, and Annuity Insurance licenses. In addition, he attended the Cannon Financial Institute's Wealth Management University, which provided him with extensive training and expertise in wealth planning strategies. Josh earned a Bachelor of Business Administration degree in Accounting from Cleveland State University.

"Josh's depth of experience and strong educational background are tremendous assets to the Cedar Brook team," said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners. "Josh is the latest addition to the financial advisors that have joined Cedar Brook over the past several months," 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 Northeast, OH, according to Crain's Cleveland Business 2011. 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. For more information, please visit http://www.cedarbrookfinancial.com.

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Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Cleveland-based Cedar Brook Financial Partners is one of the region's largest independent wealth management firms.

Cleveland, OH -- (SBWIRE) -- 05/18/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms according to Crain's Cleveland Business 2011, announced that Barbara Pal has been promoted to Client Manager.

Ms. Pal started her financial services career 33 years ago when she joined Capitol American Life Insurance, a Cleveland-based insurance company. At Cedar Brook and throughout her notable career, Ms. Pal has always put her customers' needs first. "I get great joy from helping people make sense of their complex business and personal financial lives. I know how I'd want to be treated and how I'd want information shared with me, so I'm devoted to delivering timely, easy to understand reports and information to our clients," explained Ms. Pal.

"Barbara is a tremendous asset to our team as evidenced by the fact that she was the recipient of this year's Cedar Brook Norton Rose Award for Excellence. I've had the pleasure of working with her for years, and she's always willing to go that extra mile for our clients. Given the unpredictable economic world we live in, Barbara's positive, "can do" attitude is really appreciated.

About Cedar Brook Financial Partners LLC
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 Northeast, OH, according to Crain's Cleveland Business 2011. 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland, OH -- (SBWIRE) -- 05/14/2012 -- Cedar Brook Financial Partners LLC is pleased to announce that Barbara Baxter, Partner, is celebrating her twentieth anniversary 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.

Ms. Baxter has dedicated her career to providing customized long term care, retirement, investment, estate and insurance planning services for her clients. A published author on the subject of long term care planning, Ms. Baxter is often asked to share her expertise as a speaker for professional organizations in Northeast Ohio.

"Barbara's vast knowledge and experience in financial services makes her an invaluable financial advisor. We're thrilled to celebrate her 20 year anniversary at Cedar Brook," said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners.

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 Northeast, OH, according to Crain's Cleveland Business 2011. 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland-based Buzek Wealth Advisors joins Cedar Brook Financial Partners to increase its geographic footprint and capabilities.

Cleveland, OH -- (SBWIRE) -- 05/02/2012 -- Buzek Wealth Advisors (http://www.buzekwealthadvisors.com) is pleased to announce that it is joining Cedar Brook Financial Partners (http://www.cedarbrookfinancial.com), one of the largest wealth management firms in Northeast Ohio, according to Crain's Cleveland Business 2011 study. The affiliation enables Buzek Wealth Advisors to increase its professional staff and areas of expertise.

Founded by Kenneth Buzek, a 35-year veteran of the financial services industry, Buzek Wealth Advisors specializes in helping clients develop comprehensive financial plans that include sophisticated tax planning strategies. Buzek's financial services career includes working as a Certified Public Accountant with a major national firm, as well as serving in various positions in accounting, financial planning, financial analysis, and budgets and statistics with Fortune 1000 companies. Buzek serves on several committees and boards of directors for various private and public organizations. The firm is based in Strongsville, OH, and will continue to operate out of its current office.

"We're thrilled to work with Ken and his impressive professional services team. Their deep experience in tax planning provides yet another capability to Cedar Brook's clients. We're always looking for ways to expand the services we offer our clients, so adding Buzek Wealth Advisors is a fantastic opportunity to further our vision of delivering the best comprehensive advice to our clients," said Azim Nakhooda, Cedar Brook Financial Partners Managing Principal.

"We are really excited to join Cedar Brook," said Ken Buzek, Buzek Wealth Advisors Principal. We're laser focused on helping our clients pursue their financial dreams. To be an outstanding financial advisor that serves their clients today and in the future, you need to offer a huge range of capabilities, and our partnership with Cedar Brook allows us to do just that," continued Buzek.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. 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. Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.

Cedar Brook Financial Partners LLC, Buzek Wealth Advisors, and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

Cleveland, OH -- (SBWIRE) -- 03/19/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce that Buzek Wealth Advisors is joining the Cleveland-based wealth management firm. The merger enables Cedar Brook, one of the region's largest independent wealth management firms, to once again increase its professional staff and areas of expertise.

Founded by Kenneth Buzek, a 35-year veteran of the financial services industry, Buzek Wealth Advisors specializes in helping clients develop comprehensive financial plans that include sophisticated tax planning strategies. Buzek's financial services career includes working as a Certified Public Accountant with a major national firm, as well as serving in various positions in accounting, financial planning, financial analysis, and budgets and statistics with two Fortune 1000 companies. Buzek serves on several committees and boards of directors in various private and public organizations. The firm is based in Strongsville, OH, and will continue to operate out of its current office.

"We're thrilled to add Ken and his impressive professional team to Cedar Brook. Their deep experience in tax planning provides yet another capability to Cedar Brook's clients. We're always looking for ways to expand the services we offer our clients, so adding the Buzek group to Cedar Brook was a fantastic opportunity to further our vision of delivering the best comprehensive advice to our clients," said Azim Nakhooda, Cedar Brook Financial Partners Managing Principal.

"We are really excited to be part of Cedar Brook," said Ken Buzek, Buzek Wealth Advisors Principal. We're laser focused on helping our clients pursue their financial dreams. To be an outstanding financial advisor you need to offer a huge range of capabilities, and our partnership with Cedar Brook allows us to do just that," continued Buzek.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. 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. Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.

Cedar Brook Financial Partners LLC, Buzek Wealth Advisors, and the Securities America companies are not affiliated.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities.

Cleveland, OH -- (SBWIRE) -- 03/14/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce that Christine Sivak has joined the firm as a Partner. Cedar Brook, one of the region's largest independent wealth management firms, offers a wide range of customized financial advising services which individuals and business owners need to manage their wealth through retirement.

Ms. Sivak provides retirement plan investment and fiduciary consulting services to employers, benchmarks their retirement plan fees and services, and develops customized employee education campaigns. In addition, she delivers customized services to small, closely held companies, publicly traded corporations, and non-profit organizations. She also develops comprehensive financial plans for individuals.

"I'm excited to work with Christine. Her fresh outlook and deep experience assisting businesses with the management of their retirement plans offers a specialty many clients really value," said Craig Gabel, Cedar Brook Partner. "In addition, Christine and I will work together to fill a huge need in our community – helping non-profit organizations with the diverse and sometimes complex, financial planning services they need, beginning with their retirement plans," continued Gabel.

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 Northeast, OH, according to Crain's Cleveland Business 2011. 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone.

Cleveland, OH -- (SBWIRE) -- 03/09/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce that Megan Farnsworth, Senior Account Manager of the Firm's Employee Benefits Division is celebrating her fifth anniversary in the financial services industry. Cedar Brook, one of the region's largest independent wealth management firms, offers the wide range of customized financial advising services individuals and business owners need to manage their wealth through retirement.

Ms. Farnsworth provides customized, premier service to the Division's clients and their employees. She's responsible for developing strategies and presentations to simplify what is often considered to be a complicated part of a company's business.

"The Employee Benefits Division has experienced year over year, double digit growth since the Firm began. Megan's devotion to understanding and addressing our clients' needs with thoughtful, cost-effective employee benefit plans has clearly contributed to our impressive growth," explained Ben Katz, Partner and Director of Employee Benefits Division.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

For 5th year in a row, wealth management firm raises money for American Heart Association’s Go Red for Women Campaign.

Cleveland, OH -- (SBWIRE) -- 02/08/2012 -- For the fifth consecutive year, Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms, raises money for the American Heart Association's Go Red for Women Campaign. The annual Go Red for Women Campaign was founded to raise awareness and funds to help reduce heart disease in women.

The Go Red for Women Campaign established National Wear Red Day® on the first Friday in February to involve hospitals, businesses large and small, news broadcasters, schools, and individuals to wear red in support of this countrywide effort. Kristen Moran is involving co-workers by implementing the pay $5 to wear jeans to work program.

"February 3 was a great day at the office. Many people were walking around in jeans and feeling proud since they helped support this important women's health initiative," said Kristen.

"The Go Red for Women Campaign is just one of a handful of charitable programs Cedar Brook supports every year," commented Azim Nakhooda, Managing Principal and Chief Executive Officer of Cedar Brook.

"We appreciate the support of our community and are committed to giving back to wonderful causes like this American Heart Association campaign," said Nakhooda.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland-based Cedar Brook’s merger with The Professional Advisor Group, LLC, increases its geographic footprint and capabilities.

Cleveland, OH -- (SBWIRE) -- 01/06/2012 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce a major expansion due to a merger with The Professional Advisor Group, a wealth management firm headquartered in Bloomfield Hills, Michigan with an office in Naples, Florida. Cedar Brook, one of the region's largest independent wealth management firms, will once again increase its professional staff and areas of expertise. The Professional Advisor Group brings nine professionals and years of experience planning for physicians and women, and working with family-offices to complement Cedar Brook's wide range of financial planning and wealth management services. Cedar Brook Financial Partners will be the name of the combined group.

Founded by Gregg Fortune, CFP(R), CFS, AEP, The Professional Advisor Group is an independent wealth management firm that forms strategic alliances with CPAs, attorneys, and other professionals to provide its clients with comprehensive life services. Their clients view them as their "personal wealth managers" as their services are truly customized and personal.

"We're proud to add Gregg and his top-notch team to Cedar Brook. The firm is discriminating when it comes to choosing partners, and these stellar financial advisors bring increased expertise and a shared level of professional excellence. Most importantly, The Professional Advisor Group shares our values regarding client-driven advice and service. This merger also provides the firm with a Florida presence to better serve and expand our advisory platform there," said Azim Nakhooda, Cedar Brook Financial Partners, managing principal.

"Cedar Brook's broad expertise, experienced financial advisors, and tremendously loyal client base make it a very attractive partner," explained Gregg Fortune, managing principal of The Professional Group. "Importantly, they share our passion for providing fabulous service and smart financial counsel to their clients. It's a win-win for everyone," continued Fortune.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. 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. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.

Cleveland, OH -- (SBWIRE) --11/16/2011 -- Cedar Brook Financial's Howard Slater, founding principal and a partner in the practice of Mannen, Munday, and Slater, has earned the Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.

The MSFS degree program consists of advanced training on a wide variety of financial topics including pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. Graduates must successfully complete 36 credits of individual and residency study and pass 12 rigorous examinations. The American College's Richard D. Irwin Graduate School has awarded an average of only seventy-six degrees each year since its inception in 1977.

"I'm thrilled to have earned the well-respected MSFS degree. I'm always looking for ways to increase my knowledge so I can provide the smartest and timely advice to my clients. Last year I co-authored Plan of Action: Strategies to Help You Build and Preserve, which was another wonderful learning experience. And now it's exciting to see my clients refer to the chapter I wrote on understanding your insurance portfolio and treating policies as assets, as we strategize to develop the optimal plan for them," explained Slater.

About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (http://www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, and Slater. He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. Howards serves as a FINRA panel arbitrator. With a commitment to the highest standards in his industry, he holds several professional designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and now, his Master's of Science in Financial Services degree. The author and co-author of eight professional papers, Howard also created and published The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Securities America's

Advisory Council, Lincoln Financial Advisor's National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is one of the largest independent wealth management firms in Northeast, OH. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.

About The American College
The American College is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 84 years. The American College's faculty represents some of the financial services industry's foremost thought leaders.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland, OH

Cleveland, OH -- (SBWIRE) -- 11/07/2011 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is pleased to announce that Shannon Barry has joined the firm as a client manager of the Retirement Plans Division. Prior to her new role at Cedar Brook, Ms. Barry served as a senior manager at Oswald Financial, Inc. At Oswald, Ms. Barry was responsible for researching, developing, and conducting educational programs for clients on retirement planning. Ms. Barry also played an instrumental role in providing the firm's clients with analyses of investment funds and retirement tools.

"Shannon comes to us with tremendous experience developing client-friendly, retirement plan educational programs. Her dedication to helping clients understand their retirement plans aligns beautifully with our culture. We're thrilled she joined our team," said Richard Anderson, partner, director of Cedar Brook's retirement plans division.

"Cedar Brook's teamwork approach, industry expertise, and dedication to their clients is what excited me about this opportunity. I'm looking forward to getting to know our team's clients and help them navigate through the retirement planning process," explained Ms. Barry.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-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. Representatives offer 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Holistic financial planner, Mark Munday, has helped hundreds of small business owners and young professionals develop customized financial plans over the past 15 years.

Cleveland, OH -- (SBWIRE) -- 07/25/2011 -- Mark Munday, a partner and member of the Mannen, Munday & Slater group at Cedar Brook Financial Partners (www.cedarbrookfinancial.com), is celebrating his 15th year anniversary. Cedar Brook Financial Partners is one of the region's largest wealth management firms, according to Crain's Cleveland Business 2011.

Prior to joining Cedar Brook in 2005, Mr. Munday was a financial planner with Cleveland Financial Group. Mr. Munday received a Bachelor of Science degree in business from Miami University in Oxford, OH, and in 1999, earned a Certified Financial Planner (CFP®) certification. He serves on the Financial Council of St. Joan of Arc Church in Chagrin Falls, OH, and was a member of the Planning Committee for Boys Hope Girls Hope, an international educational and residential program serving academically capable children who are abused, neglected, and abandoned.

"Putting his clients interests first, brainstorming with them to really understand their lifelong financial goals, and being a true team player are attributes that have contributed to Mark's successful career," explained Howard Slater, Cedar Brook founding partner. "Mark has a knack for helping our clients focus on what's really important to them like their families, their businesses, and charitable organizations, and leaving the financial part of their lives to us," continued Slater.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-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 AmericaAdvisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years.

Cleveland, OH -- (SBWIRE) -- 07/11/2011 -- Fifteen years ago Azim Nakhooda started his financial services career. Today Nakhooda is the managing principal of Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com), one of the region's largest wealth management firms, according to Crain's Cleveland Business 2011.

Over Nakhooda's 15-year career he has served as Cedar Brook's chief investment officer, director of investments for Cleveland Financial Group, and as a specialist in philanthropic portfolio management for Fidelity Investments.

Nakhooda's clients benefit from his deep background and experience, as he is able to develop sophisticated investment strategies beyond typical retail advice. "During my 15-year financial advisory career, the capital markets have experienced historical volatility. My clients and their portfolios have persevered because of their commitment to our research process and long-term asset allocation strategies. As the investment business has become increasingly commoditized, it's gratifying to work at Cedar Brook with successful, smart, and responsible clients who value sophisticated, customized advice," explained Nakhooda.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Employees at the Cleveland wealth management firm pay to wear jeans to work to support MedWish

Cleveland, OH -- (SBWIRE) --06/13/2011 -- Employees at Cleveland-based Cedar Brook Financial Partners paid $5 to wear jeans to work on April 29, 2011. All funds were donated to MedWish International but only after two Cedar Brook partners, Ken Rogat and Randy Schneider, matched the impressive hundreds of dollars raised.

MedWish International, founded in 1993 by Lee Ponsky, M.D., provides donated medical supplies to improve the health and save lives of people in need across the globe. The non-profit organization is committed to the recovery and recycling of donated medical supplies area healthcare providers must discard.

"MedWish is an amazing organization," explained Ken Rogat, Cedar Brook partner. "People in developing nations are literally dying for what our hospitals dispose of every day. MedWish bridges that gap and provides our medical surplus to help save lives overseas and the environment," continued Rogat.

MedWish International is just one of several charities Cedar Brook supports each year. Every Thanksgiving, Cedar Brook advisors and associates volunteer at the Cleveland Food Bank. 2011 was the fourth year in a row Cedar Brook conducted a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. 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. For more information, visit http://www.cedarbrookfinancial.com.

About MedWish International
MedWish International is a non-profit organization committed to the recovery and recycling of donated medical supplies area healthcare providers must discard. Globally, the MedWish International program improves the quality of medical care available to the underserved around the world; locally, we are effectively reducing the amount of solid waste deposited in landfills. MedWish International also serves as a resource for local health-care professionals and charitable organizations interested in global health.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

American Association for Long-Term Care Insurance selects Cedar Brook's Eric Rubin to Receive 2011 Achievement Award

Cleveland, OH -- (SBWIRE) --05/20/2011 -- Eric Rubin, a partner at Cleveland-based Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com) was selected as a top long-term care insurance professional in OH. Rubin, a Cleveland financial planner, was recognized by the American Association for Long-Term Care insurance, the national trade organization, as a recipient of the industry's 2011 Achievement Award.

"There are 40,000 insurance and financial professional who market long-term care insurance," says Jesse Slome, the Association's executive director. "To be recognized among the leading professionals within a state is certainly an important distinction."

"We're living longer lives and are therefore far more likely to need long-term care," explained Eric Rubin. "It's really important to educate individuals and families about the risk they face and their options to avoid what can be a financially and emotionally devastating event."

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. 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. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cedar Brook partners Azim Nakhooda and Peter Franz are selected for elevated roles at one of region's largest wealth management firms.

Cleveland, OH -- (SBWIRE) -- 05/10/2011 -- Cedar Brook Financial Partners, LLC announced two key personnel changes. Azim Nakhooda, Cedar Brook's chief investment officer, has been elected to serve as the firm's managing principal, and Peter Franz has been elevated to the role of chief investment officer. These changes are effective immediately.

Mr. Nakhooda co-founded the Cleveland-based wealth management firm after serving as director of investments for Cleveland Financial Group. There he managed investment processes for a $1 billion private client group. Mr. Nakhooda also worked for Fidelity Investments in Boston, MA, where he specialized in philanthropic portfolio management.

Mr. Franz has devoted his career to understanding his client's financial needs and goals and then conducting research to build the optimal, customized comprehensive financial plans and portfolios. He devotes much time to evaluating the intricacies of the various investment vehicles available to the firms' clients. As a Chartered Financial Analyst candidate, Mr. Franz is committed to both the understanding and integrity of capital markets.

"I'm thrilled to have the honor of leading Cedar Brook during these very exciting times. Our business continues to grow as we stay true to our mission of providing expert and customized financial planning services for our clients," said Azim Nakhooda, Cedar Brook's new managing principal. "As one of the largest independent wealth management firms in the region, we have the in-house expertise to uniquely serve the financial planning needs of physicians, corporate executives, privately held business owners, and families," continued Nakhooda.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. 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.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland wealth manager celebrates 20 years in financial services industry.

Cleveland, OH -- (SBWIRE) -- 04/28/2011 -- Craig Gabel, a partner with the Cleveland financial planning firm Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com), celebrates his 20 year anniversary this month. Gabel is a partner and client manager in Cedar Brook Financial's Retirement Plans Division.

Gabel started his career in financial services twenty years ago when he was in high school and worked for an insurance agency in Fremont, OH. "Early on I learned how important prompt, accurate service was to clients - particularly those you're helping with their retirement plans," explained Gabel. Gabel's career continued with positions at both boutique and large financial services firms. Throughout each position, Gabel thrived on delivering custom, financial services solutions to help his clients work towards their retirement goals. At Cedar Brook, Gabel is also responsible for evaluating and selecting the new products, services, and providers the firm offers its clients.

"Craig's disciplined analysis of 401K plans provides an invaluable service to our 100+ client-owners of small and medium-sized businesses," said Azim Nakhooda, principal and chief investment officer of Cedar Brook. "His clients value his approach. He delivers fabulous service and smart guidance because he understands that his clients need to spend their time on their businesses – not dealing with the details of their retirement plans," continued Nakhooda.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2010. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland financial planner has developed hundreds of customized retirement plans since 1976.

Cleveland, OH -- (SBWIRE) -- 04/25/2011 -- Richard Anderson, a partner with the Cleveland wealth management firm Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com), celebrates his 35th year anniversary in the financial services business this month. Anderson is the director of the retirement plan division of Cedar Brook Financial Partners.

Anderson started his financial planning career in business development at a property casualty agency. While selling life insurance, he realized there was a huge need to help people plan for retirement.

Anderson has been the director of Cedar Brook's retirement division for three years. He's known for his keen ability to design advanced plans for business owners that include using profit sharing and defined benefit plans to result in highly effective retirement programs.

"Richard's deep experience developing complex retirement plans is yet another way Cedar Brook differentiates itself from other wealth management firms," said Azim Nakhooda, principal and chief investment officer of Cedar Brook. "Richard's commitment to his clients extends beyond creating smart, customized retirement plans. He is also dedicated to helping educate them on how to save and the best way to invest their savings. We're excited to celebrate this milestone anniversary with him," continued Nakhooda.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2010. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cleveland wealth management firm partner earns securities license that entitles him to sell managed futures.

Cleveland, OH -- (SBWIRE) -- 03/11/2011 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms, proudly recognizes Frank Legan for successfully passing the Financial Industry Regulatory Authority (FINRA) Series 31 exam.

The Series 31 exam, administered by FINRA covers topics including rules, regulations and responsibilities with respect to the futures industry.

"We're thrilled that Frank diligently pursued the series 31 license. He joins many other financial advisors at Cedar Brook who have earned multiple professional licenses. Frank's increasingly specialized areas of expertise add to the depth of talent we bring to our clients financial and investment needs every day," explained Azim Nakhooda, Cedar Brook principal and chief investment officer.

Legan, a partner at Cedar Brook, designs and implements comprehensive, personalized financial planning strategies for corporate executives, closely held business owners, families, and retirees. He specializes in lifetime income planning, investment planning, and estate planning services.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the region's largest independent wealth management firms according to Crain's Cleveland Business 2010. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, conducted a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign.

Cleveland, OH -- (SBWIRE) -- 03/04/2011 -- For the fourth consecutive year, Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms, conducted a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign.
The annual Go Red for Women Campaign was created to generate donations to support medical research, awareness, education and community programs that will help women live longer heart-healthy lives.

"We have a lot of fun raising money for this really important cause," said Kristen Moran, director of wealth strategies at Cedar Brook. "Each year we offer a jeans dress down day to employees who contribute to the Go Red Campaign. Then this year, two partners matched the firms' contributions so we were able to double what we raised last year," continued Moran.

"The Go Red for Women Campaign is just one of a handful of charitable programs Cedar Brook supports every year," commented Azim Nakhooda, principal and chief investment officer of Cedar Brook. "We appreciate the support of our community and are committed to giving back to wonderful causes like this American Heart Association campaign," said Nakhooda.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2010. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Wealth management firm adds partner, Ryan Olds, CFP, to its growing professional staff.

Cleveland, OH -- (SBWIRE) -- 01/28/2011 -- Cedar Brook Financial Partners LLC (HTTP://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms, is pleased to announce that Ryan Olds has joined the firm. Olds, a partner with Cedar Brook, is a Certified Financial Planner (CFP), a Registered Representative with Securities America, Inc., and an Investment Advisor with Securities America Advisors.

Olds provides independent, comprehensive financial planning services for closely-held business owners. He is devoted to understanding the unique needs of each of his clients and developing a customized plan built to address those needs.

"We're excited to have Ryan join Cedar Brook as a partner. Ryan brings years of experience as an independent advisor with expertise in personal financial planning and investment management," said William Hawke, Cedar Brook principal.

"I'm thrilled to be part of the Cedar Brook Team," explained Olds. "The firm's collaborative culture is ideal for me and my clients. It's wonderful to be part of an organization that works hard to understand each client's unique financial situation so that a truly customized plan can be developed," continued Olds.

About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio's largest independent wealth management firms according to Crain's Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook's fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client's personal CFO; they uniquely understand their customer's professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit HTTP://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

January marks the 20th anniversary of Yanowitz' financial planning career.

Cleveland, OH -- (SBWIRE) -- 01/06/2011 -- Alan Yanowitz, a partner with Cedar Brook Financial Partners, LLC (http://www.cedarbrookfinancial.com), celebrates his 20 year anniversary this week providing financial planning services. Yanowitz joined Cedar Brook Financial Partners in 2005 after serving as a financial planner at Lincoln Financial Group. Prior to joining Lincoln Financial Group, Yanowitz practiced law with a Cleveland-based boutique law firm where he specialized in estate, corporate, and tax planning. Yanowitz provides personal financial planning services for families, medical and legal professionals, and business owners.

Yanowitz attributes his success and longevity in the field to his unique approach to wealth management. He believes his role is to be responsible for those financial matters that can be delegated so his clients can devote their time to activities that can't - like being with family and pursuing hobbies. Consistent with his approach, Yanowitz shares articles with his clients on topics including physical health, relationship health, inner health and career health, all activities which cannot be delegated.

"Alan's uncanny approach to helping his clients achieve their long-term financial goals is tremendously successful. His clients receive expert financial planning services and benefit from being able to focus on activities you can't and wouldn't want to delegate, like being with family," explained Nan Cohen, Cedar Brook principal.

About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio's largest independent wealth management firms according to Crain's Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook's fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client's personal CFO; they uniquely understand their customer's professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

15-year industry veteran is recognized for his retirement planning expertise.

Cleveland, OH -- (SBWIRE) -- 12/09/2010 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms according to Crain's Cleveland Business 2010, announced that Craig Gabel has been promoted to advisor in the Retirement Plans Division. Gabel joined Cedar Brook in 2008 after serving as a client manager, for a retirement plan practice, at Lincoln Financial Group.

"Craig's disciplined analysis of 401K plans provides an invaluable service to our 100 clients who are owners of small to medium-sized businesses," explained Richard Anderson, director of the Retirement Plans Division. "He has a knack for combining his research and our clients' needs to design plans that benefit business owners and their key employees. That's why he earned this significant promotion," said Anderson.

About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio's largest independent wealth management firms according to Crain's Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook's fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client's personal CFO; they uniquely understand their customer's professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Local advisor Howard Slater co-authors book that provides financial planning tools for improved decision making.

Cleveland, OH -- (SBWIRE) -- 12/09/2010 -- Cedar Brook Financial's Howard Slater, founding principal and a partner in the practice of Mannen, Munday, and Slater, co-authored Plan of Action: Strategies to Help You Build and Preserve Wealth ($24.95, CreateSpace Publishing, October 2010). Plan of Action fills a void as it is written in easy-to-understand language and provides specific, relevant examples to help readers improve their financial planning decision making.

Slater's chapter, "A Most Essential Portfolio Review", provides valuable information about insurance assets which are critical yet often overlooked pieces of a total portfolio review.

"I'm happy to have been part of a book that can help investors make better informed decisions that can lead to long-term financial security," says Slater. "The first step towards financial freedom is to create and stick to a solid plan and this book is that plan."

The chapters in Plan of Action cover a wide range of financial topics including:
- Re-defining wealth, success and happiness
- Creating a balanced approach to financial security, health, lifestyle, and relationships to live a more fulfilling life
- Tips and tricks for successful retirement income distribution

The book is available at http://www.createspace.com/3479916 ($24.95, 192 pages, paperback, ISBN: 9781453788417).

About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (http://www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, and Slater. He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. Howards serves as a FINRA panel arbitrator. With a commitment to the highest standards in his industry, he holds several professional designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and is currently working toward his master's of science in financial services through The American College.

The author and co-author of eight professional papers, Howard also created and published The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Securities America's Advisory Council, Lincoln Financial Advisor's National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com) is one of the largest independent wealth management firms in Northeast, OH. Cedar Brook's fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Expert medical ombudsman joins wealth management firm.

Cleveland, OH -- (SBWIRE) -- 11/12/2010 -- Cedar Brook Financial Partners LLC (http://www.cedarbrookfinancial.com), one of the region's largest independent wealth management firms according to Crain's Cleveland Business 2010, is pleased to announce that Marge Gillota is joining the firm. Gillota will work with Cedar Brook industry veterans to expand the reach of the firm's financial advisory services for the medical community. Gillota also serves as executive director of the Carmella Rose Women's Health Foundation. Prior to joining the Carmella Foundation, Gillota worked for the Cleveland Clinic Foundation for forty years where she held the post of medical ombudsman for the last twenty.

"Marge adds tremendous knowledge to our team," said Howard Slater, Cedar Brook Partner. "With over twenty years in the health care business, she's an ideal candidate for our practice. Marge's experience combined with Cedar Brook's customized and independent approach to financial planning, results in a highly valuable and unique service for medical professionals."

"I'm thrilled to be part of the Cedar Brook team," explained Gillota. "I know, firsthand, the complexities related to a physician's financial world. That's why I'm excited to assist my colleagues by introducing them to Cedar Brook partners who can skillfully create individualized plans so they may work towards the life they've dreamed of upon retirement."

About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio's largest independent wealth management firms according to Crain's Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook's fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client's personal CFO; they uniquely understand their customer's professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit http://www.cedarbrookfinancial.com.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm