David Robertson Email & Phone Number

Cleveland, Oh, Us

As a Partner at Cedar Brook Group I work with affluent individuals & families, corporate executives, health care professionals and privately-held business owners to help them achieve their financial planning goals; so they can focus on other professional and personal matters. My work involves the areas of:Financial Independence PlanningWealth Accumulation & PreservationTax PlanningRisk ManagementInsurance PlanningAsset ProtectionAt Cedar Brook Group we believe that ideal client solutions lie in a philosophy and an approach we've coined The Humanity Factor. The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist. Then we incorporate your life's work, your passions and your contributions - and move together toward a common purpose: to make you the central figure of your own planning. Only when we know who you truly are can we prudently advise you about where to go.Investment Advisory Services are offered through Cedar Brook Group, a SEC Registered Investment Advisor and Cadaret Grant & Co., Inc., an SEC Registered Investment Advisor. Securities are offered and sold through Cadaret Grant & Co., Inc., Member FINRA/SIPC. Cedar Brook Group and Cadaret Grant & Co. are not associated entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. www.finra.org www.sic.org

J.D., Law

B.A., Economics