Tom S. Goodman is a Partner with Cedar Brook Financial Partners. With more than 50 years of experience in financial planning, Mr. Goodman specializes in providing corporate and executive benefit plans, buy and sell agreements, and disability and health plans for closely held business owners and executives of publicly held corporations. He 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. Goodman served as a financial planner for Cleveland Financial Group and its predecessor organizations, Lincoln National Life Insurance and Lincoln Financial Group.
Mr. Goodman received a Bachelor of Science degree from The Ohio State University. He also earned a Chartered Financial Consultant® (ChFC®) certification and a Chartered Life Underwriter (CLU) designation. Mr. Goodman is Past President of the Cleveland Chapter of Chartered Life Underwriters, and he currently serves as a member of the Association of Advanced Life Underwriters, the Cleveland Association of Life Underwriters and the Estate Planning Council of Cleveland. He has been actively involved with the Jewish Community Federation of Cleveland, having served as a past member of its Board of Trustees, as well as President of its Commission on Services to Older Persons. He also headed the Federation’s Insurance and Brokerage division. Additionally, he has volunteered his time with The Jewish Big Brother Big Sister Association of Cleveland.
Mr. Goodman has three children and resides in Shaker Heights, Ohio.