ReleaseWire Connect

Wealth management firm adds partner, Ryan Olds, CFP, to its growing professional staff.

Alan Yanowitz, a partner with Cedar Brook Financial Partners, LLC, celebrates his 20 year anniversary this week providing financial planning services. Yanowitz joined Cedar Brook Financial Partners in 2005 after serving as a financial planner at Lincoln Financial Group. Prior to joining Lincoln Financial Group, Yanowitz practiced law with a Cleveland-based boutique law firm where he specialized in estate, corporate, and tax planning. Yanowitz provides personal financial planning services for families, medical and legal professionals, and business owners.

Cedar Brook Financial Partners LLC, one of the region’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, announced that Craig Gabel has been promoted to advisor in the Retirement Plans Division. Gabel joined Cedar Brook in 2008 after serving as a client manager, for a retirement plan practice, at Lincoln Financial Group.

Local advisor Howard Slater co-authors book that provides financial planning tools for improved decision making.

Cedar Brook Financial Partners LLC, one of the region’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, is pleased to announce that Marge Gillota is joining the firm. Gillota will work with Cedar Brook industry veterans to expand the reach of the firm’s financial advisory services for the medical community. Gillota also serves as executive director of the Carmella Rose Women’s Health Foundation. Prior to joining the Carmella Foundation, Gillota worked for the Cleveland Clinic Foundation for forty years where she held the post of medical ombudsman for the last twenty.

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.

Cedar Brook Financial Partners LLC, the seventh largest independent wealth management firm in Northeast OH, has announced its first Life Insurance Roadshow will be held October 4 - 8 at its offices in Cleveland, OH.

Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) announced that Frank Legan has joined the firm as a Partner. Prior to his new role at Cedar Brook, Legan was a financial advisor in the private client groups at Merrill Lynch and National City/PNC investments.