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 and Cedar Brook Financial Partners, LLC, SEC Registered Investment 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.