Who We Are
Additional Info

The Employee Benefits Group:

  • Jackie Wylen

To login go to FindMyBenefits.com

Check the background of this investment professional on FINRA’s BrokerCheck.

Ben Katz

Partner, Director of Employee Benefits Division

440-683-9228 •  Fax: 440-683-9128 •  bkatz@cedarbrookfinancial.com

Benjamin A. Katz is Director of the Employee Benefits Division for Cedar Brook Financial Partners. Mr. Katz's 25 years of experience and market knowledge has enabled him to grow the Employee Benefits Division. His clients range from small closely held companies to large corporations. Mr. Katz is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.

Mr. Katz began his career in 1992, selling individual life and disability products with Northwestern Mutual Life. He served as a Financial Planner with Cleveland Financial Group from 2001 to 2005 with a special interest in the employee benefits field. Mr. Katz has qualified for multiple industry awards for service and expertise in the employee benefits field.

In 2010 Mr. Katz established the FindMyBenefits.com website. The website is an employee facing, user friendly portal that houses all of the client's benefit information. It is used to answer general questions about the benefits offered at a client's company. The site sees on average over a 1,000 page views and over 200 visits a month.

A native of New York City, Mr. Katz received a Bachelor of Science degree in business administration from Empire State College in Saratoga Springs, N.Y. He currently is licensed for Life, Health and Variable Annuities in the state of Ohio, New York and several other states. He is an active member of the community and volunteers his time with the Friendship Circle, an educational organization which was founded to benefit the developmentally handicapped.

Mr. Katz and his wife, Michele, have three children and reside in Beachwood, Ohio

Contact Ben

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200