Jeremy Saham is a Partner with Cedar Brook Group. He quarterbacks a team of professionals to coordinate every aspect of his client’s financial lives. Through this process, he strives to provide his clients with confidence and clarity in regards to managing their financial affairs. By aligning personal values with financial resources, Jeremy leads his clients to live the lives they want to live and provide for their families. He takes great pride in building loyal, long-standing relationships with his clients, and in being a trusted and valuable resource.
Prior to joining Cedar Brook Group, Jeremy served clients at Fifth Third Private Bank. He was responsible for designing comprehensive wealth management strategies for corporate executives and business owners. Earlier in his career, his entrepreneurial spirit resulted in the sale of his first business, JMS Landscaping, LLC. Jeremy then became a Senior Franchise Manager and Director for College Pro Painters.
As a former business owner, he appreciates the intricacies and challenges of operating a profitable business and understands how to develop and protect personal wealth. Jeremy is a recipient of the prestigious Chick Evans Caddie Scholarship, and earned a Bachelor’s Degree in Business Administration, with a specialization in finance, from The Ohio State University.
Jeremy holds the professional certification of Certified Financial Planner™ practitioner, one of the most respected credentials and recognized standards of excellence in personal financial planning. He adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. He is a Registered Representative with Securities America, Inc., and Investment Advisor Representative with Securities America Advisors and Cedar Brook Financial Partners, LLC, SEC Registered Investment Advisors.
Jeremy grew up in Solon, Ohio, and now lives in University Heights. As an instructor of group fitness and cycling, Jeremy enjoys motivating people and improving their lives. He is an active board member of Jewish Big Brother Big Sisters, and leads the Cleveland Access group for the American Jewish Committee. In his free time Jeremy is an avid golfer and amateur chef. Ask him how to make the perfect over easy egg!