1. Latest News
  2. Submit Press Release
  1. PR Home
  2. Latest News
  3. Feeds
  4. Alerts
  5. Submit Free Press Release
  6. Journalist Account
  7. PRNewswire Distribution

Cedar Brook Financial Partners Hires Chief Experience Officer

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms announces that Jennifer Falb is joining the firm.

 
PRLog - Jul. 19, 2012 - CLEVELAND -- Cedar Brook Financial Partners LLC   (www.cedarbrookfinancial.com) is pleased to announce that Jennifer Falb has joined the financial services firm as Chief Experience Officer. Cedar Brook, one of the region’s largest independent wealth management firms, has recruited Ms. Falb to raise the firm’s commitment to ensuring all aspects of the client experience meet the highest standards. Ms. Falb is responsible for facilitating a world-class organization whose advisors strive to deliver best-in-class products and services. She is also leading efforts internally to boost the employee experience.
Ms. Falb comes to Cedar Brook from Cornerstone Capital Advisors, a personal financial planning and wealth management firm located in Uniontown, Ohio. At Cornerstone, Ms. Falb was instrumental in creating infrastructure to better meet their clients’ needs.

Ms. Falb is Cedar Brook’s first Chief Experience Officer.  The role is also the first of its kind in wealth management firms in the region. It is consistent with the firm’s commitment to deliver exemplary service.  By starting with the needs of each client, the advisors of the firm are able to provide truly customized financial planning services.  This approach has contributed to the firm’s impressive growth and is directly related to it being recognized as one of the region’s largest independent wealth management firms, according to a Crain’s Cleveland Business 2012 report.

“We’re really fortunate to have Jennifer join our firm in the important role of Chief Experience Officer.  We are continuously looking for ways to improve our clients’ experience, so it’s exciting to have someone devoted to this important initiative.  Bringing Jennifer on board to focus on creating a better client experience, and retaining the best and brightest advisors we believe, is key to becoming the most trusted and valued wealth management firm in the country,” said Azim Nakhooda, Managing Principal/CEO.

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 2012. Cedar Brook has sixty-plus professionals delivering 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. For more information, please visit www.cedarbrookfinancial.com.

--- End ---

Click to Share

Contact Email:
***@vivalabrand.com Email Verified
Source:Viva La Brand
City/Town:Cleveland - Ohio - United States
Industry:Business, Finance
Tags:wealth management, financial advisors, retirement planning
Shortcut:prlog.org/11928632
Disclaimer:   Issuers of the press releases are solely responsible for the content of their press releases. PRLog can't be held liable for the content posted by others.   Report Abuse

Latest Press Releases By “

More...

Trending News...



  1. SiteMap
  2. Privacy Policy
  3. Terms of Service
  4. Copyright Notice
  5. About
  6. Advertise
Like PRLog?
9K2K1K
Click to Share