Nov. 1, 2012
-- Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com (http://www.cedarbrookfinancial.com))
is pleased to announce that Timothy Lata (../../Library/
, CLU®, ChFC®, and Partner, is celebrating his twentieth anniversary serving clients in the financial services industry. Cedar Brook, one of the region’s largest independent wealth management firms, offers a wide range of customized financial solutions for individuals and business owners who need to manage their wealth through retirement.
Mr. Lata has dedicated his career to developing customized retirement plans for his clients. Known for his thoroughness and attention to detail, Mr. Lata’s goal is to provide his clients with a sense of calm amidst the chaotic financial world around them. Prior to his 20-year financial services career, Mr. Lata was a pitcher for the St. Louis Cardinal’s organization. Mr. Lata has found many similarities between pitching and financial planning. Both require tremendous concentration and patience.
“We’re delighted to be celebrating Tim’s 20th anniversary. Through Tim’s intensity and devotion to serving his clients, his hands-on approach strives to make sure that their financial plans are in line with their goals and dreams.” said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners. “He’s a wonderful asset to our growing wealth management firm,” 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 2012. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies (http://cedarbrookfinancial.com/capabilities/wealth-manage...
), investment and insurance advice (http://cedarbrookfinancial.com/capabilities/insurance-and...
), retirement plan consulting (http://cedarbrookfinancial.com/capabilities/retirement-plans
), 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.