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Cedar Brook Financial Partners' Kristen Moran, CFP(R), is Named Director of Jeremy Cares, Inc.
Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio.
Ms. Moran has a passion for volunteering to help catapult the success of community groups. In addition to devoting her time to Jeremy Cares, Ms. Moran serves as the second Vice President of Fundraising for the Fairview Park Early Childhood PTA. She previously volunteered for The Littlest Heroes, the Ronald McDonald House, the Cleveland Food Bank, and the Susan G. Komen for the cure organization.
At Cedar Brook, Ms. Moran is responsible for analyzing client data and assisting the firm’s partners with creating comprehensive wealth management plans for its clients. She started her financial services career in 1996 with the Cleveland Financial Group as an Insurance Specialist, a Financial Planning Case Manager, and as a Director of Planning. There, she developed a special expertise in matters relating to high net worth clients.
Ms. Moran graduated summa cum laude from Ohio University with a Bachelor of Business Administration degree and was awarded Top Finance Student honors in her class. She earned a Chartered Life Underwriter (CLU) designation in 2000 and a CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2001. Additionally, she is an active member of the Financial Planning Association.
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.