Ted S. Lorenzen is a Partner with Cedar Brook Financial Partners with over 19 years experience in financial planning. He provides a comprehensive array of financial planning services for clients that include physicians and other professionals, small business owners, families and retirees. Mr. Lorenzen is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.
Prior to joining Cedar Brook Financial Partners, Mr. Lorenzen served as a financial planner with Cleveland Financial Group from 1992 to 2005.
Mr. Lorenzen earned a Chartered Financial Consultant® (ChFC®) certification in 2003, and he is licensed in Life, Health, Annuities and Variable Annuities in multiple states. Mr. Lorenzen also is a member of the Society of Financial Professionals and the Estate Planning Council of Cleveland. Additionally, he has conducted public seminars on financial-related matters for various groups.
Mr. Lorenzen has three children and resides in Willoughby Hills, Ohio.