William Glubiak- Ceo Email & Phone Number

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, 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.

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.

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.

Ypo Booth University

Ypo Gold Harvard President’S Program

Master Of Business Administration, Business Administration And Management, General

Bachelor Of Arts, Political Science And Government