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.