William Glubiak- Ceo

William Glubiak- Ceo Email and Phone Number

“Be kind because everyone you meet is fighting a harder battle.” Ian Maclaren @
William Glubiak- Ceo's Location
United States, United States
William Glubiak- Ceo's Contact Details

William Glubiak- Ceo work email

William Glubiak- Ceo personal email

n/a

William Glubiak- Ceo phone numbers

About William Glubiak- Ceo

Decades ago, somewhere between the Air Force and the early days of entrepreneurship, I found my conviction that true leadership isn’t about standing at a podium and saying inspiring things. Effective leadership requires a consistent model, with clear metrics: a filter through which I could put any change, challenge or unknown, and feel solid about my own marching orders.There are plenty of models out there, many of which are probably fancier or more pedigreed than mine. Yet since 2005, my Leadership Algorithm has been Cedar Brook’s firmwide cornerstone; the foundation from which we create and grow our community and our culture.My Leadership Algorithm has three metrics: Authenticity, Loyalty, IntegrityAUTHENTICITY: To be a good leader, the ideas you espouse must be in the personal best interest of those you seek to lead. No grey area here. Just pure black and white.LOYALTY: Leaders innately expect loyalty, however in true leadership, loyalty is mutual. Our advisors and team members must experience my loyalty as pure and reliable.INTEGRITY: Plenty of people describe integrity as doing the right thing when no one’s looking. For me, a hard look in the mirror is my most stringent evaluator. The Humanity FactorTM: practicing what we espouse…A number of years ago, Cedar Brook adopted a motto: The Humanity Factor. It speaks to celebrating clients as the central figures in their own planning. It means that being a financial planner is as much about accountability as it is about good planning.The Humanity Factor: a litmus test for our leadership algorithmHumanity is the quality of kindness, of being human; a perspective in which AUTHENTICITY is both natural and non-negotiable. A Factor is a person who actively contributes to a quantifiable result. To be an effective Factor requires LOYALTY. The Humanity Factor is about doing the right thing even when it requires more work, deeper candor or produces less fruitful financial rewards. That’s INTEGRITY by definition.For disclosures please see our website at https://cedarbrookfinancial.com/disclosure/. Third-party comments are not verified and may not be representative of all client experiences.

William Glubiak- Ceo's Current Company Details
Cedar Brook Group

Cedar Brook Group

“Be kind because everyone you meet is fighting a harder battle.” Ian Maclaren
William Glubiak- Ceo Work Experience Details
  • Cedar Brook Group
    Ceo And Founder
    Cedar Brook Group Jul 2005 - Present
    For over 15 years, Bill’s leadership model has empowered the design and deployment of Cedar Brook’s unique planning methodology: Cultivate TodayTM. In contrast to an industry norm of planning being about numbers-first-and-mostly, the methodology celebrates the client as the central figure in their own planning, allowing their perspective to design their financial plan. At the same time, in our global society, global perspectives affect every financial plan. Through Bill’s membership and leadership in YPO, he actively engages one-on-one and in small group forums with some of the most successful entrepreneurs in dozens of countries throughout the world. This first-hand exposure to geopolitics directly influence’s Cedar Brook’s financial planning methodology, allowing clients’ plans to remain resilient in today’s non-linear planning environment.Clients’ plans are imbued with the unique perspective of their family, alongside a global perspective that can only be found outside of their family, their businesses or their communities.Prior to founding Cedar Brook, Bill was a financial advisor in private practice with Lincoln Financial Advisors.Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
  • Kent State University
    Adjunct Professor And Program Development Consultant - Kent State University, Mba Program
    Kent State University Aug 2010 - Dec 2016
    Kent, Ohio, Us
    Co-developed and co-taught International Business Immersion programs overseas and on-campus as well as the Ending Residency Capstone course on strategy development.
  • Us Air Force Reserve
    Navigator (C-130 Aircraft)
    Us Air Force Reserve 1988 - 1994
    Robins Afb, Ga, Us
    As a navigator in the Reserves, Bill and fellow crew members were charted with planning interdiction missions in Central and South America. Planning for these missions informed Bill’s lifelong perspective on financial planning. Crews spent full days analyzing ideal courses of action based on resources at hand. However, the moment a plan is launched, it becomes fully mitigated by real-life events. Bill is a veteran of the first Gulf War.
  • United States Air Force
    Electronic Warfare Officer (B-52 Aircraft)
    United States Air Force 1983 - 1988
    Randolph Afb, Tx, Us
    As a navigator in the United States Air Force, Bill was formally trained by the military to create plans, and then make critical in-flight corrections to ensure the crew still reached its target. As an Electronic Warfare Officer, Bill and his fellow crew members designed wartime missions, and then executed them as a flight crew on B52 Bombers.

William Glubiak- Ceo Skills

Investments Financial Planning Retirement Planning Finance Wealth Management Financial Advisory Strategic Planning Financial Services Securities Leadership Management Wealth Management Services Wealth Preservation Planning Wealth Accumulation Multi Generational Wealth Transfer Wealth Transfer Wealth Preservation Asset Management Asset Allocation Asset Protection General Insurance Life Insurance Insurance Planning Disability Insurance Investment Strategies Financial Analysis Financial Accounting Financial Risk 401 Retirement Savings Plans Retirement Plan Consulting Retirement Savings Retirement Benefits Qualified Retirement Plans Retirement Income Strategies Retirement Solutions 401k Rollovers Buy Sell Agreements Trust Services Trusted Business Partner Trusted Business Advisor High Net Worth Individuals Account Management Financial Reporting Reporting And Analysis Business Analysis Policy Analysis Business Strategy Strategic Partnerships

William Glubiak- Ceo Education Details

  • University Of Chicago Booth School Of Business Executive Education
    University Of Chicago Booth School Of Business Executive Education
    Ypo Booth University
  • Harvard Business School Executive Education
    Harvard Business School Executive Education
    Ypo Gold Harvard President’S Program
  • Rpi Lally School Of Management
    Rpi Lally School Of Management
    General
  • Saint Michael'S College
    Saint Michael'S College
    Political Science And Government

Frequently Asked Questions about William Glubiak- Ceo

What company does William Glubiak- Ceo work for?

William Glubiak- Ceo works for Cedar Brook Group

What is William Glubiak- Ceo's role at the current company?

William Glubiak- Ceo's current role is “Be kind because everyone you meet is fighting a harder battle.” Ian Maclaren.

What is William Glubiak- Ceo's email address?

William Glubiak- Ceo's email address is wg****@****ent.edu

What is William Glubiak- Ceo's direct phone number?

William Glubiak- Ceo's direct phone number is +144054*****

What schools did William Glubiak- Ceo attend?

William Glubiak- Ceo attended University Of Chicago Booth School Of Business Executive Education, Harvard Business School Executive Education, Rpi Lally School Of Management, Saint Michael's College.

What skills is William Glubiak- Ceo known for?

William Glubiak- Ceo has skills like Investments, Financial Planning, Retirement Planning, Finance, Wealth Management, Financial Advisory, Strategic Planning, Financial Services, Securities, Leadership, Management, Wealth Management Services.

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