Cedar Brook Financial Partners Announces the Addition of Ryan Olds, CFP
Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast Ohio, is pleased to announce that Ryan Olds, CFP, has joined the firm.
Cleveland, OH, January 29, 2011 --(PR.com)-- Cedar Brook Financial Partners LLC one of the region’s largest independent wealth management firms, is pleased to announce that Ryan Olds has joined the firm. Olds, a partner with Cedar Brook, is a Certified Financial Planner (CFP), a Registered Representative with Securities America, Inc., and an Investment Advisor with Securities America Advisors.
Olds provides independent, comprehensive financial planning services for closely-held business owners. He is devoted to understanding the unique needs of each of his clients and developing a customized plan built to address those needs.
“We’re excited to have Ryan join Cedar Brook as a partner. Ryan brings years of experience as an independent advisor with expertise in personal financial planning and investment management,” said William Hawke, Cedar Brook principal.
“I’m thrilled to be part of the Cedar Brook Team,” explained Olds. “The firm’s collaborative culture is ideal for me and my clients. It’s wonderful to be part of an organization that works hard to understand each client’s unique financial situation so that a truly customized plan can be developed,” continued Olds.
About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. 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.
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Olds provides independent, comprehensive financial planning services for closely-held business owners. He is devoted to understanding the unique needs of each of his clients and developing a customized plan built to address those needs.
“We’re excited to have Ryan join Cedar Brook as a partner. Ryan brings years of experience as an independent advisor with expertise in personal financial planning and investment management,” said William Hawke, Cedar Brook principal.
“I’m thrilled to be part of the Cedar Brook Team,” explained Olds. “The firm’s collaborative culture is ideal for me and my clients. It’s wonderful to be part of an organization that works hard to understand each client’s unique financial situation so that a truly customized plan can be developed,” continued Olds.
About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. 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.
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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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