Ted Lorenzen is a Partner with Cedar Brook Group with over 30 years experience in financial planning. He provides a comprehensive array of financial planning services for his clients that include physicians and other professionals, 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 Group, LLC, SEC Registered Investment Advisors.
Mr. Lorenzen is also Co-founder of The Ohio Educators Planning Group (OEdPG) along with his partner Dr. Anthony Podojil. Their work with individual clients as well as being actively involved in working with several major educational organizations state wide has led to their assisting individuals with how STRS changes impact future retirement projections and helping them chart their financial goals moving forward.
Prior to joining Cedar Brook Group, Mr. Lorenzen served as a financial planner with Cleveland Financial Group from 1992 to 2005.
Mr. Lorenzen is a Chartered Financial Consultant (ChFC) and is licensed in Life, Health, Annuities and Variable Annuities in multiple states. Mr. Lorenzen also is a member of 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 Moreland Hills, Ohio.