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Cedar Brook Financial Partners Promotes Barbara Pal

Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

PRLog - May 7, 2012 - CLEVELAND -- Cedar Brook Financial Partners LLC   (www.cedarbrookfinancial.com), one of the region’s largest independent wealth management firms according to Crain’s Cleveland Business 2011, announced that Barbara Pal has been promoted to Client Manager.  

Ms. Pal started her financial services career 33 years ago when she joined Capitol American Life Insurance, a Cleveland-based insurance company.  At Cedar Brook and throughout her notable career, Ms. Pal has always put her customers’ needs first.  “I get great joy from helping people make sense of their complex business and personal financial lives.  I know how I’d want to be treated and how I’d want information shared with me, so I’m devoted to delivering timely, easy to understand reports and information to our clients,” explained Ms. Pal.  

“Barbara is a tremendous asset to our team as evidenced by the fact that she was the recipient of this year’s Cedar Brook Norton Rose Award for Excellence.  I’ve had the pleasure of working with her for years, and she’s always willing to go that extra mile for our clients.  Given the unpredictable economic world we live in, Barbara’s positive, “can do” attitude is really appreciated,” said Brad Schlang, Cedar Brook Co-Founder and Principal.

About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.

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Source:Laura Sheridan
Location:Cleveland - Ohio - United States
Industry:Business, Medical, Manufacturing
Tags:wealth management, financial advisors, retirement planning, investment strategy, estate planning, financial planning
Last Updated:May 09, 2012
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