Dave Robertson elected to FPA Board
Cleveland-based Cedar Brook Financial’s David Robertson, JD, CFP, is expanding his community involvement by being elected to the board of directors of the Northeast Ohio Chapter of the Financial Planning Association. Cedar Brook is one of the regions largest, independent wealth management firms.
Mr. Robertson, a partner with Cedar Brook, focuses on providing strategic financial planning advice to affluent individuals and their families. He is passionate about delivering unbiased, objective advice to help his clients clarify their financial goals and objectives, and to simplify their financial lives.
Prior to joining Cedar Brook, Mr. Robertson served clients at another Cleveland-based wealth management firm where he was responsible for providing family office services and managing both public and private investment strategies, including hedge funds and private equity funds.
Mr. Robertson is a lawyer and a certified financial planner (CFP).
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC (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.
About The Financial Planning Association
The Financial Planning Association is a leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. Based in Denver, CO. FPA has 95 chapters throughout the United States representing tens of thousands of members involved in all facets of providing financial services.
For more information or to schedule an interview with David, please contact: