Cedar Brook's Rebecca Bar-Shain, CFP, MBA, receives Women's Choice Award as One of Top Financial Advisors in the U.S.
CLEVELAND, OH – September 8, 2014 – Rebecca Bar-Shain, CFP®, MBA, a partner of Cedar Brook Financial Partners LLC, one of the region’s largest independent wealth management firms, received the Women’s Choice Award for providing quality service and having a strong commitment to serving female clientele. Ms. Bar-Shain was evaluated based on seventeen criteria such as client retention rate, educational programs, and her record of community service. The Women’s Choice Award for financial advisors was created by WomenCertified Inc. to help women identify quality financial advisors.
Ms. Bar-Shain, a twenty-year financial services veteran, has extensive experience in strategic planning, small business management, finance and operations. In addition to her experience serving clients as a financial advisor, Ms. Bar-Shain has held senior consulting positions at Ernst & Young, LLC and Kaiser Permanente.
“I’m thrilled to be recognized as a financial advisor of choice for women. I’ve met so many women who are unnecessarily frustrated and anxious when it comes to their financial choices. I’m honored to provide them with the tools and knowledge they need to relax and enjoy their future,” said Ms. Bar-Shain.
“It’s wonderful that Rebecca has been recognized for her tremendous commitment to women who need help planning their financial futures. She has a knack for designing financial plans that meet the individual needs of her clients as well as explaining them clearly so her clients feel engaged and empowered in their financial lives,” said Howard Slater, MBA, MSFS, ChFC®, CLU, a principal at Cedar Brook Financial Partners.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Palm Beach Gardens, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2013. Cedar Brook’s seventy-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 again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2014 study. 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 www.cedarbrookfinancial.com.