Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm.

Pepper Pike, OH -- (SBWIRE) -- 05/31/2012 -- Creekside Financial Advisors, LLC (http://www.creeksidefa.com) invited values-based portfolio manager, Charles de Vaulx to discuss his outlook and investment strategies with the firm's clients on May 9, 2012.

Mr. de Vaulx, a graduate of the Ecole Superieure de Commerce de Rouen in France, and the recipient of the French equivalent of a Master's degree in finance, is the Chief Investment Officer and Portfolio Manager for International Value Advisors, LLC (IVA).

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives. The firm's veteran Cleveland financial planners are devoted to serving their clients' lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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

Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award.

Pepper Pike, OH -- (SBWIRE) -- 02/21/2012 -- Cleveland-based Creekside Financial Advisors, LLC is proud to announce that Nan Cohen, the firm's founder and CEO, has been selected to receive the 2012 YWCA Greater Cleveland Women of Achievement Award.

Women of Achievement are chosen based on the long-term impact of their career achievements and their deep commitment to the community. "For 36 years, the YWCA has recognized highly successful women serving as supportive mentors and role models for women and girls. We are honored to celebrate the accomplishments of this year's Women of Achievement, who truly embody the YWCA's mission to empower women and eliminate racism," explained Margaret Mitchell, President and CEO of YWCA Greater Cleveland.

Ms. Cohen was selected to receive this esteemed award because throughout her personal and professional life she has been dedicated to meeting the needs of less fortunate people in the Cleveland community. She has empowered women through teaching financial self-sufficiency and fighting hunger, most recently in December through hands-on food bank donations to St. Augustine Church and Hunger Center and the Jewish Family Service Association.

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives. The firm's veteran Cleveland financial planners are devoted to serving their clients' lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

The YWCA Women of Achievement Award was created by YWCA Greater Cleveland to honor local women who demonstrate outstanding leadership qualities and exceptional commitment to their careers and their communities. To be considered as a Women of Achievement, the nominee must demonstrate a significant commitment to the empowerment of women and the elimination of racism, demonstrate outstanding achievement or distinction in career and community work, exhibit leadership qualities and serve as a role model to other women and girls, and live or work within Northeast Ohio. The YWCA Selection Committee voted based upon the criterion for the recipients they felt were most deserving. No fee was paid to be nominated.

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

Twenty-year financial services veteran, Susan Svenson, joins Cleveland financial planning firm as a client manager.

Pepper Pike, OH -- (SBWIRE) -- 12/08/2011 -- Cleveland-based Creekside Financial Advisors, LLC is proud to announce that Susan Svenson joined the financial planning firm as a client manager. With over twenty years of financial services experience, Susan focuses on assisting with the plans Creekside's financial advisors develop for their clients.

Prior to joining Creekside, Susan worked for Cedar Brook Financial Partners and Fairport Asset Management, other Cleveland-based financial services firms. Susan earned a Bachelor of Arts degree in Management from Baldwin-Wallace College where she also received a certificate in Human Resources Management. A certified Notary Public, she also has completed a number of courses to continue her education related to her field.

"I'm thrilled to welcome Sue to Creekside. We've worked together for years and I've always admired her ability to anticipate clients' needs and provide exemplary service," said Randy Schneider, Creekside financial advisor. "At Creekside, we're all about providing truly personal financial advisory services. Our clients have customized financial plans that address their particular needs and lifelong financial goals. Professionals like Sue help us deliver the highest quality service to our clients," continued Schneider.

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients' lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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

Pepper Pike, OH -- (SBWIRE) -- 10/19/2011 -- Cleveland-based Creekside Financial Advisors, LLC, is proud to announce that today, Randy Schneider and Alan Yanowitz, JD, are joining the Northeast Ohio financial services firm.

Randy Schneider works with physicians, families, professionals, automotive dealer executives, and business owners to help them pursue their lifetime financial goals. Schneider's clients consider him to be their personal CFO as he manages their finances as well as provides important counsel on other life decisions. Schneider's specialties include financial strategy and plan development, institutional bond trading, and employee benefit plan management. His financial advising career includes financial planning roles at Cedar Brook Financial Partners and Fairport Asset Management. Prior to Fairport Asset Management, Schneider served as a risk manager for Prudential Funding Corporation, managing and trading the firm's $8 billion commercial paper program. In addition, he held trading and corporate finance underwriting roles with Bank One Investment Advisors and NatCity Investments, respectively. He is a registered representative with Securities America, Inc., and an investment advisor representative with Securities America Advisors.

Alan Yanowitz, JD, is also joining Creekside. Yanowitz' twenty-year financial services career has focused on designing and implementing creative, customized strategies to enable his clients to focus on doing the things they love. His specialties include estate, insurance, and retirement planning, and charitable giving. Prior to Creekside, Yanowitz served as a financial planner with Cedar Brook Financial Partners as well as the Cleveland Financial Group. Before working for wealth management firms, Yanowitz practiced law with a Cleveland-based boutique law firm where he specialized in estate and tax planning manners. He is a registered representative with Securities America, Inc., and an investment advisor representative with Securities America Advisors.

"I'm thrilled to welcome Randy and Alan to Creekside as they, like me, have always based their decisions on what's best for their clients," said Nan Cohen, Creekside founder and principal. "We believe that by providing our clients with truly personal, financial advisory services, they are able to relax and enjoy their lives because they feel more confident about their future. That's really important to all of us, which makes this a fabulous partnership," continued Cohen.

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm whose advisors are dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives. Founded by Nan Cohen, a veteran Cleveland financial planner, the firm was created around clients' lifelong financial planning needs. The founder's incredibly loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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

Cleveland financial planner, Nan Cohen, starts new firm that's created around clients' lifelong financial planning needs.

Pepper Pike, OH -- (SBWIRE) -- 05/06/2011 -- Cleveland-based Creekside Financial Partners, LLC, is proud to announce the opening of their new office at 30195 Chagrin Boulevard, Suite 208W, Pepper Pike, OH. Creekside Financial Partners' founder is Nan Cohen, a seventeen-year veteran of the financial planning industry.

Prior to starting Creekside Financial Advisors, Ms. Cohen was a principal at Cleveland's Cedar Brook Financial Partners, LLC. Before joining Cedar Brook, Ms. Cohen was affiliated with the Cleveland Financial Group for twelve years. During that time, she was one of the firm's top planners, and she instituted the nation's first elementary school-level financial education program.

Ms. Cohen specializes in designing financial plans that consider lifetime income, investment and estate plans for physicians, attorneys, senior business executives and retirees who, like her, have built their careers on service, trust and expertise. She received a Bachelor of Science degree from the University of Arizona's School of Business and Public Administration, and received a Master of Business administration degree from Cleveland State University. Ms. Cohen also earned a certified financial planner® (CFP) certification in 1999.

"I'm thrilled to welcome my clients, family and friends to Creekside Financial Advisors. Throughout my career as a financial advisor, I've always based my decisions on what's best for my clients. I've created Creekside with those same principles in mind," explained Nan Cohen, Creekside founder.

"And," continued Cohen, "while our phone number and address are changing, our commitment to serving our clients' financial planning needs isn't. We're as focused as ever on developing smart, lifelong plans for our clients so they needn't worry about their financial future."

About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives. Founded by Nan Cohen, a veteran Cleveland financial planner, the firm was created around clients' lifelong financial planning needs. The founder's incredibly loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.

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