Rebecca Bar-Shain is a Financial Planner with Cedar Brook Group and a Partner in the firm’s practice of Mannen, Munday, Slater and Bar-Shain.
Ms. Bar-Shain possesses more than 30 years of experience in strategic planning, small business management, finance and operations. She has served in consulting and senior management positions at Ernst & Young, LLC, Kaiser Permanente and Dr. Senders & Associates.
Ms. Bar-Shain received a Bachelor of Science degree from Northwestern University in Evanston, Ill. and a Masters of Business Administration degree from the Wharton School of the University of Pennsylvania. She currently holds a Life, Health and Variable Annuities license in the state of Ohio. She 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.
An active member of the Greater Cleveland community, Ms. Bar-Shain was a co-founder of the Daily Dose of Reading, a literacy organization. She served as a member of the organization’s Board of Trustees, as well as its Treasurer. Additionally, she serves on the Board of Trustees of The Gathering Place, Jewish National Fund-Northern Ohio Board, and Jewish Education Center of Cleveland. She is a member of the Jewish Community Federation of Cleveland’s Overseas Connections Committee. She also is a graduate of Cleveland Bridge Builders, and she has served as Treasurer for Fuchs Mizrachi School.
Ms. Bar-Shain and her husband, David, have three sons and reside in University Heights, Ohio.