Christine Sivak

Partner

440-683-9218   Fax:440-683-9118   

Cleveland Financial Planner  Christine Sivak
Christine Sivak is a Partner of Cedar Brook Financial Partners.  Ms. Sivak has over 20 years experience providing investment and fiduciary consulting services to employers and creating education campaigns to aid employees work towards their savings goals.  She delivers customized retirement plan services to small, closely held companies, publicly traded corporations, and non-profit organizations.  She also develops comprehensive financial plans for individuals. Ms. Sivak is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.  She is licensed in Life, Health, and Annuities in Ohio.
Prior to joining Cedar Brook, Ms. Sivak spent eight years at a Cleveland financial services firm that focuses on the retirement plan market.  Ms. Sivak’s deep financial services experience also includes four years as Vice President and Senior Client Manager with KeyBank’s Victory Capital Management group, and seven years at Deloitte where she provided retirement plan compliance and consulting services, conducted vendor searches, and helped employers with retirement plan benchmarking.
Ms. Sivak earned her Bachelor of Science degree from Miami University in Ohio where she majored in finance.  Dedicated to contributing to her community, Ms. Sivak volunteers at Melridge Elementary School, St. Gabriel’s Parish, and at the Lake Health Distance Classic, all in her hometown of Concord Township, Ohio.  Ms. Sivak and her husband, Jim, have two children.

Christine Sivak is a Partner with Cedar Brook Group. Ms. Sivak has over 25 years of experience providing investment, fiduciary and consulting services to employers and developing financial wellness campaigns for employees. 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 provides strategic financial planning advice to individuals. She 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.

Prior to joining Cedar Brook, Ms. Sivak served clients at other financial institutions and accounting firms in Cleveland. Throughout her career she has provided retirement plan compliance and consulting services, investment analysis, participant education, and conducted plan benchmarking and vendor searches.

With due diligence experience for audits and for mergers/acquisitions, Ms. Sivak is sensitive to an organization’s desire to reduce expenses and liability, and improve operating efficiencies.

Ms. Sivak received a Bachelor of Science degree from Miami University. She is a versatile public speaker and a periodic contributor to several national and local publications including Crain’s Cleveland Business, NonProfit World magazine and The Non Profit Times.

In support of her community, Ms. Sivak volunteers at events benefitting Lake County and Riverside Local Schools. Ms. Sivak and her husband, Jim, have two children and reside in Concord Township.

 

 


 
 
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