Anderson started his financial planning career in business development at a property casualty agency. While selling life insurance, he realized there was a huge need to help people plan for retirement.
Anderson has been the director of Cedar Brook's retirement division for three years. He's known for his keep ability to design advanced plans for business owners that include using profit sharing and defined benefit plans to result in highly effective retirement programs.
"Richard's deep experience developing complex retirement plans is yet another way Cedar Brook differentiates itself from other wealth management firms," said Azim Nakhooda, principal and chief investment officer of Cedar Brook. "Richard's commitment to his clients extends beyond creating smart, customized retirement plans. He is also dedicated to helping educate them on how to save and the best way to invest their savings. We're excited to celebrate this milestone anniversary with him," continued Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent
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Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.