Christine Sivak is a Partner with Cedar Brook Financial Partners. Ms. Sivak has over 20 years experience providing investment and fiduciary consulting services to employers and implementing employee financial education campaigns. She actively manages 401(k), 403(b) and retirement plans for small to mid-sized employers who are too busy to stay on top of their fiduciary duties and are concerned that their employees aren’t properly preparing for retirement. She also develops comprehensive financial plans for individuals. Ms. Sivak is a Registered Representative with Securities America Inc. and an Investment Advisor Representative with Securities America Advisors. She is licensed in Life, Health, and Annuities in Ohio.
With experience conducting due diligence for audits and mergers and acquisitions, Ms. Sivak is sensitive to an organization’s desire to reduce expenses and liability, and improve operating efficiencies.
Prior to joining Cedar Brook, Ms. Sivak spent eight years as a Retirement Plan Relationship Manager and Sales Associate at a Cleveland financial services firm. Ms. Sivak’s deep financial services knowledge also includes four years as a Vice President and Senior Client Manager with KeyBank’s Victory Capital Management group, and seven years in the Tax department at Deloitte. Throughout her career she has provided retirement plan compliance and consulting services, investment analysis, participant education, and conducted plan benchmarking and vendor searches.
Ms. Sivak received a Bachelor of Science degree from Miami University, where she majored in Finance. She is a versatile public speaker and a periodic contributor to several national and local publications.
Dedicated to contributing to her community, Ms. Sivak volunteers at events benefitting Riverside Local School District and St. Gabriel’s Parish. Ms. Sivak and her husband, Jim, have two children and reside in Concord Township.