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Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis is Partner

Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.

 
PRLog - Sep. 4, 2012 - CLEVELAND -- Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that Andrew Denis has joined the firm as a Partner.  The advisors at Cedar Brook, one of Northeast Ohio’s largest independent wealth management firms, offer a wide range of customized financial advising services which individuals and business owners need to manage their wealth through retirement.

Prior to joining Cedar Brook, Mr. Denis provided comprehensive financial planning and management services for successful business executives and retirees at Boston Asset Management. Mr. Denis’ career also includes serving the financial management needs of professional athletes.  Mr. Denis became a specialist in this niche as his outstanding analytical skills enabled him to help his clients articulate their goals and then build structured, effective plans to achieve them.

“We’re thrilled to have Andrew join Cedar Brook and establish a presence for our firm in Clearwater.  Andrew’s background working with impressive business executives as well as professional athletes well positions him to serve our esteemed clientele.  In addition, his ability to establish trust by listening and learning what’s important to each individual client makes him a great fit with us.  Andrew’s broad experience helping clients with cash flows, strategic business planning, estate planning, and other capabilities is consistent with our service strategy. A recent study we conducted to help us better understand our clients’ needs identified their interest in getting a wide variety of financial and life planning services all under one roof,” said Azim Nakhooda, Managing Principal/CEO.  “Having Andrew join our team helps us do just that,” continued Nakhooda.

About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and now Clearwater, 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’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 again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an 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.

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Location:Cleveland - Ohio - United States
Industry:Business, Investment
Tags:wealth management, financial advisors, retirement planning
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