Bloomfield, Mich. Financial Advisor Judi Hernandez Featured on Cover of Securities America's Connect Magazine
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Bloomfield, Mich. Advisor Judi Hernandez Featured on Cover of Securities America’s Connect Magazine
West Bloomfield, MI — December 2015 — Judi Hernandez¸ a partner and CERTIFIFIED FINANCIAL PLANNER™ practitioner at Cedar Brook Group was recently featured on the cover and in an article in the Special Women Advisors edition of Securities America's Connect! magazine.
Hernandez, who has been with the Cedar Brook Group for eight years, leads a unique series of women’s money circles designed to initiate meaningful conversations about finances in a collaborative group setting. The article highlights the positive impact the circles have made on women.
The idea for holding circles came to Hernandez a few years ago after attending a training retreat put on by Directions for Women, an organization that advocates using circles to initiate conversations among women about finances in a group setting.
"We get to the heart of people’s personal goals, why they are doing financial planning," Hernandez said.
The complete article, along with the entire issue of the Women Advisors edition of Connect magazine can be viewed here.
About Cedar Brook Group
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Palm Beach Gardens, FL, the Cedar Brook Group 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 2015 study.
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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 Group and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
Securities America is one of the nation’s largest independent broker-dealers with more than 2,000 independent advisors and $60 billion in client assets.