Christine Sivak has extensive experience providing investment advisory, fiduciary, and consulting services to employers, and developing financial wellness campaigns for employees. She actively manages and designs 401(k), 403(b) and retirement plans for small to mid-sized employers who are concerned that their employees aren’t properly preparing for retirement and who seek assistance fulfilling their fiduciary duties. She specializes in implementing creative solutions to accomplish each employer’s retirement savings, employee recognition, and retention goals. She also provides financial and retirement planning advice to individuals. She is an Investment Advisor Representative with Cedar Brook Group and a Registered Representative with Securities America, Inc. She is licensed in Ohio in Life, LTC, and Health insurance, as well as Annuities.
Prior to Cedar Brook, Ms. Sivak served a range of clients while employed at other financial institutions and accounting firms in Cleveland. Throughout her career she has provided retirement plan compliance and consulting services, investment analysis, and participant education, as well as plan benchmarking and vendor searches.
With due diligence experience, Ms. Sivak is sensitive to an organization’s desire to reduce expenses and liability, and improve operating efficiencies.
Ms. Sivak is a versatile public speaker and has published articles for 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 Lake Metroparks and Riverside Schools. Ms. Sivak and her husband, Jim, have two children and two dogs and reside in Concord Township.