CLEVELAND, OH, July 11, 2011 – Fifteen years ago Azim Nakhooda started his financial services career. Today Nakhooda is the managing principal of Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com), one of the region’s largest wealth management firms, according to Crain’s Cleveland Business 2011.
Over Nakhooda’s 15-year career he has served as Cedar Brook’s chief investment officer, director of investments for Cleveland Financial Group, and as a specialist in philanthropic portfolio management for Fidelity Investments.
Nakhooda’s clients benefit from his deep background and experience, as he is able to develop sophisticated investment strategies beyond typical retail advice. “During my 15-year financial advisory career, the capital markets have experienced historical volatility. My clients and their portfolios have persevered because of their commitment to our research process and long-term asset allocation strategies. As the investment business has become increasingly commoditized, it’s gratifying to work at Cedar Brook with successful, smart, and responsible clients who value sophisticated, customized advice,” explained Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a 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.
