“We are excited to expand the depth of talent to Creekside’s pool of experienced financial advisors,” stated Nan Cohen, CEO and Founder of Creekside Financial Advisors. “Aaron brings expertise helping clients navigate the complex world of investments. His devotion to his clients aligns beautifully with our firm’s values and vision to put clients’ best interests first,” continued Ms. Cohen.
Prior to joining Creekside Mr. Kamat was a Vice President of Investments for a large, Cleveland-based full-service brokerage and advisory firm. His background also includes servicing as a financial advisor for a national financial products and services firm.
“I’m looking forward to being part of Creekside where everyone is focused on one thing – delivering personal, comprehensive advice to our valued clients. Creekside was especially appealing due to its independent structure, which enables me to develop customized planning solutions and investment strategies focused on helping clients achieve their financial and life goals,” said Mr. Kamat.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Mr. Kamat and his colleagues are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. Registered Representatives offer securities through Securities America Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors Inc. Creekside Financial Advisors LLC and Securities America companies are separate entities.