Randy Schneider works with physicians, families, professionals, automotive dealer executives, and business owners to help them pursue their lifetime financial goals. Schneider’s clients consider him to be their personal CFO as he manages their finances as well as provides important counsel on other life decisions. Schneider’s specialties include financial strategy and plan development, institutional bond trading, and employee benefit plan management. His financial advising career includes financial planning roles at Cedar Brook Financial Partners and Fairport Asset Management. Prior to Fairport Asset Management, Schneider served as a risk manager for Prudential Funding Corporation, managing and trading the firm’s $8 billion commercial paper program. In addition, he held trading and corporate finance underwriting roles with Bank One Investment Advisors and NatCity Investments, respectively. He is a registered representative with Securities America, Inc., and an investment advisor representative with Securities America Advisors.
Alan Yanowitz, JD, is also joining Creekside. Yanowitz’ twenty-year financial services career has focused on designing and implementing creative, customized strategies to enable his clients to focus on doing the things they love. His specialties include estate, insurance, and retirement planning, and charitable giving. Prior to Creekside, Yanowitz served as a financial planner with Cedar Brook Financial Partners as well as the Cleveland Financial Group. Before working for wealth management firms, Yanowitz practiced law with a Cleveland-based boutique law firm where he specialized in estate and tax planning manners. He is a registered representative with Securities America, Inc., and an investment advisor representative with Securities America Advisors.
“I’m thrilled to welcome Randy and Alan to Creekside as they, like me, have always based their decisions on what’s best for their clients,” said Nan Cohen, Creekside founder and principal. “We believe that by providing our clients with truly personal, financial advisory services, they are able to relax and enjoy their lives because they feel more confident about their future. That’s really important to all of us, which makes this a fabulous partnership,”
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm whose advisors are dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Founded by Nan Cohen, a veteran Cleveland financial planner, the firm was created around clients’ lifelong financial planning needs. The founder’s incredibly loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Creekside Financial Advisors LLC and Securities America companies are not affiliated.
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Creekside Financial Advisors is a Cleveland-based financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual's business and personal objectives.