Mr. Katz started his career in 1992 selling individual life and disability products with Northwestern Mutual Life. He then served as a financial planner, focusing on insurance and employee benefits, with Cleveland Financial Group. Mr. Katz joined Cedar Brook in 2005 and quickly earned the title, Director of the Employee Benefits Division, which is the largest group in the firm.
Findmybenefits.com, the simple to use employee web portal, is the brainchild of Mr. Katz. Working with organizations of all sizes, Mr. Katz noticed that small companies don’t have the tools that big corporations are able to offer their employees. So, he developed the web site to provide all employees with an easy to use employee benefit portal. “Our clients love findmybenefits.com!
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 the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-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, families, and public employees. Cedar Brook has been recognized 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., 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.