Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center.
Cleveland, OH, November 03, 2013 --(PR.com)-- Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, has joined The Gathering Place board as a member of the governance committee. An active member of the Greater Cleveland community, Ms. Bar-Shain has served on numerous boards for nonprofit organizations. Ms. Bar-Shain is a financial planner at Cedar Brook and a partner in the firm’s practice of Mannen, Munday, Slater and Bar-Shain.
“I’m honored to serve as a board member of The Gathering Place. Cancer touches the lives of so many people of all ages, backgrounds and communities. I’m a huge supporter of the center’s commitment to offer free programs and resources that contribute to the social, emotional, physical and spiritual needs of anyone touched by cancer. Serving on this board allows me to apply my healthcare and financial planning experience to help the organization in its quest to support individuals and their loved ones affected by cancer,” said Ms. Bar-Shain.
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 the region, according to Crain’s Cleveland Business 2013. 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.
About The Gathering Place
The Gathering Place opened in January 2000 as a nonprofit, community-based cancer support center to fill an unmet need in the greater Cleveland community. The programs and services offered address the social, emotional, physical, and spiritual needs of individuals with cancer and their support network. The mission of The Gathering Place is to support, educate and empower individuals and families touched by cancer through programs and services provided free of charge.
“I’m honored to serve as a board member of The Gathering Place. Cancer touches the lives of so many people of all ages, backgrounds and communities. I’m a huge supporter of the center’s commitment to offer free programs and resources that contribute to the social, emotional, physical and spiritual needs of anyone touched by cancer. Serving on this board allows me to apply my healthcare and financial planning experience to help the organization in its quest to support individuals and their loved ones affected by cancer,” said Ms. Bar-Shain.
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 the region, according to Crain’s Cleveland Business 2013. 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.
About The Gathering Place
The Gathering Place opened in January 2000 as a nonprofit, community-based cancer support center to fill an unmet need in the greater Cleveland community. The programs and services offered address the social, emotional, physical, and spiritual needs of individuals with cancer and their support network. The mission of The Gathering Place is to support, educate and empower individuals and families touched by cancer through programs and services provided free of charge.
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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