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 and her Qualified 401(k) Administrator designation from ASPPA. 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.