Rebecca Bar-Shain to be Panelist at Women in Finance Event
Rebecca Bar-Shain, a partner at one of the region’s largest independent wealth management firms, Cedar Brook Financial Partners LLC, will be one of four panelists at the Women in Finance event June 4 at the Cleveland Racquet Club in Pepper Pike.
“This event is an opportunity to hear about the different areas of financial management that are important to you and your family,” Bar-Shain said. “Remove the intimidation around finances and realize you can learn enough to become involved. You don’t have to be an expert to be involved. People should come to this event to get inspired to take care of themselves financially.”
Bar-Shain, 50, grew up near San Francisco in Piedmont, Calif. She earned a Bachelor of Science degree from Northwestern University in Evanston, Ill., and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania.
Bar-Shain was a co-founder of the Daily Dose of Reading, a literacy organization, and served as a member of the organization’s board of trustees and as its treasurer.
Bar-Shain has more than two decades of experience in strategic planning, small business management, finance and operations. In addition to serving clients as a financial adviser, Bar-Shain has held senior consulting positions at Ernst & Young, LLC and Kaiser Permanente.
“We want to educate women on financial concepts they should know and or learn about, provide a forum to ask questions, and meet experts who can serve as resources,” she said.
She has been recognized professionally for her financial planning expertise and won the 2015 Women’s Choice Award for Financial Advisors, committed to educating and empowering women to build their financial strength.
“I believe financial success is built not only through smart financial strategies, but also by understanding each person’s money style and tailoring the plan to align with their personality,” said Bar-Shain. “I spend time with clients talking about how to optimize their financial decisions and behaviors to meet their goals.”