Who We Are
Additional Info

Check the background of this investment professional on FINRA’s BrokerCheck.

Kristen Moran

Director of Wealth Strategies

440-683-9234 •  Fax: 440-683-9134 •  kmoran@cedarbrookfinancial.com

Kristen L. Moran is Director of Wealth Strategies for Cedar Brook Financial Partners. In this role, Ms. Moran is responsible for analyzing client data and assisting the firm's principals, partners and associates with creating comprehensive wealth management plans for clients.

Ms. Moran began her career in 1996 with Cleveland Financial Group as an Insurance Specialist, a Financial Planning Case Manager, and eventually, as Director of Planning in the Northeast Ohio Regional Planning Office. There, she developed a special expertise in matters relating to high net worth clients.

Ms. Moran graduated summa cum laude from Ohio University with a Bachelor of Business Administration degree and was awarded Top Finance Student honors in her class. She earned a Chartered Life Underwriter (CLU) designation in 2000 and a CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2001. Additionally, she is an active member of the Financial Planning Association.

Ms. Moran and her husband, Matt, reside in Fairview Park, Ohio.

Contact Kristen

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200