Cedar Brook Welcomes Anthony Podojil, PH.D.
Anthony Podojil, Ph.D., formerly the Superintendant of the West Geauga, OH, local schools joined Cedar Brook Financial as an Associate.
Cleveland, OH, October 02, 2010 --(PR.com)-- Cedar Brook Financial Partners LLC, one of the region’s largest independent wealth management firms, is pleased to announce that Anthony Podojil, Ph.D. has joined the firm as an Associate. Podojil will work alongside industry veterans Ted Lorenzen and Azim Nakhooda in leading the expansion of Cedar Brook’s education practice. Prior to his new role at Cedar Brook, Podojil was the Superintendant of the West Geauga local schools.
“We’re thrilled to have Tony join our team,” said Ted Lorenzen, Cedar Brook Partner. “As the leading administrator of a large educational institution, Tony has a deep understanding of the financial planning needs of his colleagues. Combine that with Cedar Brook’s expertise and personalized and independent approach, and the result is a highly valuable and unique service for professionals in the educational community.”
“I’m proud to be affiliated with Cedar Brook,” explained Podojil. “I know, firsthand, the complexities related to planning for one’s retirement. That’s why I’m excited to assist my colleagues with assessing their finances.”
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. 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.
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“We’re thrilled to have Tony join our team,” said Ted Lorenzen, Cedar Brook Partner. “As the leading administrator of a large educational institution, Tony has a deep understanding of the financial planning needs of his colleagues. Combine that with Cedar Brook’s expertise and personalized and independent approach, and the result is a highly valuable and unique service for professionals in the educational community.”
“I’m proud to be affiliated with Cedar Brook,” explained Podojil. “I know, firsthand, the complexities related to planning for one’s retirement. That’s why I’m excited to assist my colleagues with assessing their finances.”
About Cedar Brook Financial Partners LLC
Established in 2005, Cedar Brook Financial Partners LLC is the seventh largest independent wealth management firm in Northeast OH, according to Crain’s Cleveland Business 2010. The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets. Cedar Brook serves corporate executives, privately held business owners and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. 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.
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Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
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