Cleveland, OH, July 16, 2014 --(PR.com
)-- Howard Slater, CLU®, ChFC®, MSFS®, MBA, a founding principal of Cedar Brook Financial Partners LLC, one of the region’s largest independent wealth management firms, was one of three top financial advisors invited to present at Securities America’s annual meeting held in San Francisco, CA, June 20-23, 2014. Mr. Slater is a partner in the firm’s practice of Mannen, Munday, Slater and Bar-Shain. He is a Registered Representative with Securities America Inc., an Investment Advisor Representative with Securities America Advisors and he recently completed his Masters of Science in Financial Services sponsored by The American College.
Mr. Slater, a twenty-year financial services veteran, specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. He has served as advisor to executives for many Fortune 500 companies and government agencies. Mr. Slater has authored and co-authored books and numerous articles for financial planners as well as clients.
Modeled after the popular TED Talks, Securities America selected three top advisors with life changing stories to present to the hundreds of financial advisors from across the country.
Mr. Slater’s presentation focused on self-reflection and hope. It urged listeners to consider their “internal light” and apply their skills and expertise to help others, which in turn, provides tremendous self-satisfaction.
“I was honored to be selected to share my story with top wealth managers from across the country. I enjoy teaching and appreciate the opportunity to inspire and impact people’s lives,” said Mr. Slater.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Palm Beach Gardens, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2013. Cedar Brook’s seventy-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2014 study. 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. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.