Kristen L. Moran is Director of Financial Planning for Cedar Brook Group. 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 Lakewood, Ohio.