Josh has extensive financial services educational achievements including, earning the Certified Financial Planner (CFP®). He holds the Series 7, Series 66, Series 31, and the Life, Health, Disability, and Annuity Insurance licenses. In addition, he attended the Cannon Financial Institute’s Wealth Management University, which provided him with extensive training and expertise in wealth planning strategies. Josh earned a Bachelor of Business Administration degree in Accounting from Cleveland State University.
“Josh’s depth of experience and strong educational background are tremendous assets to the Cedar Brook team,” said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners. “Josh is the latest addition to the financial advisors that have joined Cedar Brook over the past several months,” continued Nakhooda.
About Cedar Brook Financial Partners
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.