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Follow on Google News | Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th AnniversaryDavid Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service.
By: Viva La Brand Mr. Robertson views a person’s financial life as puzzle pieces just waiting to be put together and he’s passionate about building a financial picture for his clients. Mr. Robertson has spent his career helping people clarify their goals and simplify their financial lives. A lawyer and CERTIFIED FINANCIAL PLANNER®, Mr. Robertson has tremendous experience building comprehensive financial plans that take into consideration investments, estate planning, tax strategies, and wealth protection and preservation. “I’m honored to recognize David on his 20th anniversary and I’m proud to be his business partner. I believe David’s success can be attributed to his thoughtful approach to educating his clients on their financial situation, options, and opportunities. He acknowledges that clients need to understand the process and be educated on the aspects of our work before they can begin the important process of developing a comprehensive financial plan,” said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners. “David’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 the region, 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/ America companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. For more information, please visit www.cedarbrookfinancial.com. End
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