Cleveland financial planner, Nan Cohen, starts new firm that’s created around clients’ lifelong financial planning needs.
CLEVELAND, OH May 2, 2011 – Cleveland-based Creekside Financial Partners, LLC, is proud to announce the opening of their new office at 30195 Chagrin Boulevard, Suite 208W, Pepper Pike, OH. Creekside Financial Partners’ founder is Nan Cohen, a seventeen-year veteran of the financial planning industry.
Prior to starting Creekside Financial Advisors, Ms. Cohen was a principal at Cleveland’s Cedar Brook Financial Partners, LLC. Before joining Cedar Brook, Ms. Cohen was affiliated with the Cleveland Financial Group for twelve years. During that time, she was one of the firm’s top planners, and she instituted the nation’s first elementary school-level financial education program.
Ms. Cohen specializes in designing lifetime income, investment and estate plans for physicians, attorneys, senior business executives and retirees who, like her, have built their careers on service, trust and expertise. She received a bachelor of science degree from the University of Arizona’s School of Business and Public Administration, and received a master of business administration degree from Cleveland State University. Ms. Cohen also earned a certified financial planner® (CFP) certification in 1999.
“I’m thrilled to welcome my clients, family and friends to Creekside Financial Advisors. Throughout my career as a financial advisor, I’ve always based my decisions on what’s best for my clients. I’ve created Creekside with those same principles in mind,” explained Nan Cohen, Creekside founder. “And,” continued Cohen, “while our phone number and address are changing, our commitment to serving our clients’ financial planning needs isn’t. We’re as focused as ever on developing smart, lifelong plans for our clients so they needn’t worry about their financial future.”
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial planning firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Founded by Nan Cohen, a veteran Cleveland financial planner, the firm was created around clients’ lifelong financial planning needs. The founder’s incredibly loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. 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. Creekside Financial Advisors LLC and Securities America companies are not affiliated.
For more information or to schedule an interview, please contact:
Laura Sheridan
(216) 548-6780
[email protected]
