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Cedar Brook Financial Partners’ Timothy Lata, CLU®, ChFC® Celebrates 20th Anniversary
Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans.
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/
America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.