Cleveland, OH, May 18, 2013 --(PR.com
)-- Cleveland-based Creekside Financial Advisors, LLC is proud to celebrate Randy Schneider’s 20th anniversary serving clients in the financial services industry. Mr. Schneider’s esteemed career includes partnerships at several Cleveland financial management firms as well as serving as a risk manager for Prudential Funding Corporation, where he managed and traded the firm’s $8 billion commercial paper program.
Mr. Schneider’s clients, who consist of physicians, widows, professionals, and entrepreneurial business owners consider him their personal CFO since he helps manage their finances as well as provides important counsel on other life decisions.
“It’s exciting to celebrate 20 years of work that I’m as passionate about today as when I started my career. For me, it’s all about serving as my client’s financial concierge. Just like the CFO of a corporation manages the financial risks of the organization, I help my clients manage their financial situation through all of life’s challenges and victories. I see my role as striving to help make sure my clients can afford their lifestyle and plan for their financial futures,” explained Mr. Schneider, Creekside financial advisor.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Nan Cohen, Randy Schneider, and Alan Yanowitz, veteran Cleveland financial planners, are devoted to serving their clients’ comprehensive financial needs. Their loyal client base of physicians, attorneys, widows, 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.