Creekside Financial Advisors Expands to Manage Tremendous Growth

Cleveland financial management firm, Creekside Financial Partners, adds client service devotee, Kath Lepole to growing team. - April 10, 2015

Creekside Financial Advisors Welcomes Financial Advisor Aaron Kamat

Aaron Kamat, a Cleveland-native and experienced investment advisor representative, has joined Creekside Financial Advisors as a partner. - February 28, 2014

Another Creekside Financial Advisor Earns the Coveted Certified Financial Planner™ Certification

Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process. - February 01, 2014

Creekside Financial Advisors Continues to Grow

Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager. - June 19, 2013

Creekside Financial Advisors Expands: Dan Abrams Joins Firm as Chief Operating Officer and Director of Education

Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience. - May 24, 2013

Creekside Financial Advisors’ Randy Schneider Celebrates 20th Anniversary

Cleveland financial advisor celebrates 20 years of service. - May 18, 2013

Creekside Financial Advisors Expands: Experienced Client Service Manager Joins Firm

Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager. - December 23, 2012

International Value Investor, Charles de Vaulx, Presents to Creekside Financial Advisor Clients

Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm. - May 17, 2012

Creekside Financial Advisors' Founder & CEO, Nan Cohen, Receives 2012 YWCA Women of Achievement Award

Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award. - February 19, 2012

Creekside Financial Advisors Adds Client Service Professional to Growing Professional Staff

Twenty-year financial services veteran, Susan Svenson, joins Cleveland financial planning firm as a client manager. - December 08, 2011

Veteran Financial Advisors Randy Schneider and Alan Yanowitz Join Creekside Financial Advisors

Veteran Financial Advisors are the latest additions to Creekside Financial Advisors' growing professional group. Known for providing more than just financial services, Creekside is attracting new clients as well as experienced advisors like Schneider and Yanowitz. - October 19, 2011

Creekside Financial Advisors Adds Superstar Staff

Cleveland-based Creekside Financial Advisors added Jessica Silver and Susan Valerio to the firm's growing client-focused staff. Jessica and Susan are tasked with providing extraordinary, individualized service to the firm's incredibly loyal clients who are made up of doctors, small business owners, business executives, retirees, and families. - May 11, 2011

Creekside Financial Advisors Opens Doors May 2, 2011

Cleveland financial planner, Nan Cohen, starts new firm that was created around clients' lifelong financial planning needs. - May 04, 2011

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