Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility
Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students.
Cleveland, OH, August 22, 2013 --(PR.com)-- Cedar Brook Financial’s Howard Slater, founding principal and a partner in the practice of Mannen, Munday, Slater and Bar-Shain, has generously volunteered his time to help Cleveland children become lifelong learners and analytical thinkers. Howard’s involvement thus far this year includes serving as a Junior Achievement Volunteer Facilitator and joining the Greater Cleveland Volunteer Association Executive Corps.
As a Junior Achievement Volunteer Facilitator, Howard participated in the organization’s JA Company Program where he worked with the entire ninth grade at the Fuchs Mizrachi School to create a company that sold products to consumers. Howard’s students launched Sock City, a company that marketed customized socks. In only a semester, the students organized, attracted shareholders, designed and developed products, and successfully sold over $1,000 in socks.
As a volunteer for the Greater Cleveland Volunteer Association Executive Corps, Howard worked one-on-one with third graders at Cleveland’s Mound Elementary School to help them improve their math and reading skills. “I’m appreciative of the opportunity to work with students who were eager to learn and improve their skills. Each student had different strengths and it was exciting to be able to build on those strengths and equip them with practical knowledge that they can use throughout these important developmental years,” explained Howard Slater.
Howard’s devotion to helping community youth continues, as he and his wife are part of College Now’s mentoring program where accomplished, degreed professionals are paired up with college Freshman to help them navigate through their education and career planning college years.
About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, Slater and Bar-Shain. He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. Howards serves as a FINRA panel arbitrator. With a commitment to the highest standards in his industry, he holds several professional designations including Certified Financial Planner™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and Master’s of Science in Financial Services degree. The author and co-author of eight professional papers and the book, Plan of Action: Strategies to Help You build and Preserve Wealth, he also created and published The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Securities America’s Advisory Council, Lincoln Financial Advisor’s National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook is one of the largest independent wealth management firms in the country, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-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 2013 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.
As a Junior Achievement Volunteer Facilitator, Howard participated in the organization’s JA Company Program where he worked with the entire ninth grade at the Fuchs Mizrachi School to create a company that sold products to consumers. Howard’s students launched Sock City, a company that marketed customized socks. In only a semester, the students organized, attracted shareholders, designed and developed products, and successfully sold over $1,000 in socks.
As a volunteer for the Greater Cleveland Volunteer Association Executive Corps, Howard worked one-on-one with third graders at Cleveland’s Mound Elementary School to help them improve their math and reading skills. “I’m appreciative of the opportunity to work with students who were eager to learn and improve their skills. Each student had different strengths and it was exciting to be able to build on those strengths and equip them with practical knowledge that they can use throughout these important developmental years,” explained Howard Slater.
Howard’s devotion to helping community youth continues, as he and his wife are part of College Now’s mentoring program where accomplished, degreed professionals are paired up with college Freshman to help them navigate through their education and career planning college years.
About Howard Slater
Howard Slater is a founding principal of Cedar Brook Financial Partners LLC (www.cedarbrookpartners.com) and a partner in the practice of Mannen, Munday, Slater and Bar-Shain. He specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. Howards serves as a FINRA panel arbitrator. With a commitment to the highest standards in his industry, he holds several professional designations including Certified Financial Planner™ professional, Chartered Financial Consultant, Chartered Life Underwriter®, and Master’s of Science in Financial Services degree. The author and co-author of eight professional papers and the book, Plan of Action: Strategies to Help You build and Preserve Wealth, he also created and published The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Securities America’s Advisory Council, Lincoln Financial Advisor’s National Planning Committee and has been an invited speaker at many national planning conferences and public planning forums.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook is one of the largest independent wealth management firms in the country, according to Crain’s Cleveland Business 2012. Cedar Brook’s now seventy-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 2013 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.
Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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