Mordechai Khaimov is a Financial Planner at Cedar Brook Group and a Partner in the firm’s practice of Mannen, Munday, Slater, and Bar-Shain. Mordechai focuses on helping individuals, families, and closely held business owners establish a solid financial foundation to give them more time to focus on the people they love. As a first generation American, Mordechai is passionate about helping others achieve their financial goals with the client’s aspiration at the forefront of his planning.
Mordechai received his Bachelor of Science and Master of Science degrees from Yeshiva University in New York, NY. He started his career working for Yeshiva University’s Investment Department as a Junior Investment Accountant. He was regularly involved with the University’s $1.2 billion Endowment. In 2018 Mordechai became a fully licensed Certified Public Accountant (CPA) and worked for BDO USA, LLP for three and half years as a Senior Auditor. He was involved with audits of publicly traded companies, privately held manufacturing companies, and local nonprofits. Mordechai is a Registered Representative and Investment Advisor Representative with Cadaret, Grant & Co., an SEC Registered Investment Advisor and member FINRA/SIPC, and an Investment Advisor Representative with Cedar Brook Group, an SEC Registered Investment Advisor
As an active member in the North East Ohio Community, Mordechai is involved with many religious organizations around Cleveland. Serving on the finance board of his local synagogue and volunteering for Fuchs Mizrachi School. Mordechai and his wife Rachel have two children and live in Beachwood, Ohio.