Kenneth L. Rogat is a Partner with Cedar Brook Financial Partners. In this role, Ken provides a complete spectrum of wealth management services to clients that include affluent individuals and families. 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.
Prior to joining Cedar Brook Financial Partners, Ken served as a Partner with Eton Financial Services, an affiliate of Cleveland Financial Group and Lincoln National Life. While there, he leveraged years of financial and life insurance planning experience to help families, corporations and key executives establish sound and strategic plans for wealth management and retirement. Ken also earned many top producer awards.
Ken received a Bachelor of Science degree in economics from the University of Michigan. He earned a Chartered Life Underwriter (CLU) designation in 1977 and a Chartered Financial Consultant® (ChFC®) designation in 1983. Ken’s professional affiliations include: the Association for Advanced Life Underwriting; the Cleveland Association of Insurance and Financial Advisors; the Estate Planning Council of Cleveland; the Million Dollar Roundtable, for which he has been a life and qualifying member since 1962; the National Association of Insurance and Financial Advisors; the Society of Financial Service Professionals; and past Chairman of the Lincoln National Life Products Development Committee.
Ken has dedicated a substantial portion of his time outside of work to community service. He is past Chapter Chairman of the American Jewish Committee (AJC) and is a recipient of the AJC Humanitarian Award – Man of the Year. He currently serves as a committee member for The Salvation Army and is also a past member of boards and committees for the Jewish Community Federation of Cleveland, Montefiore, the University of Michigan Club of Cleveland, The Oakwood Club, and United Way of Greater Cleveland.
Ken and his wife, Amy, have three children and reside in Shaker Heights, Ohio. They both enjoy adventure travel and attending Cleveland Browns and Cleveland Cavaliers games.