Ms. Bar-‐Shain, a financial planner with Cedar Brook Financial Partners, one of the region’s largest independent wealth management firms, successfully completed the extensive educational requirements and an exam to earn the CFP® certification, which is the highest professional designation in the financial planning field.
“Earning the CFP® designation is a significant professional milestone,” said Howard Slater, a Principal at Cedar Brook. “Rebecca’s dedication to increasing her knowledge so she can educate and help our clients manage their financial futures says a lot about her character.”
Ms. Bar-‐Shain received a Bachelor of Science degree from Northwestern University in Evanston, IL, and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania. She holds a Life, Health, and Variable Annuities license in the state of Ohio. She is a Registered Representative with Securities America, Inc., and an Investment Advisor Representative with Securities America Advisors.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2012. Cedar Brook’s sixty-‐plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. 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. For more information, please visit www.cedarbrookfinancial.com.