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Eric Cedor, Chfc® Email & Phone Number

Insurance Advisor at Creative Planning LLC at Creative Planning
Location: Ostrander, Ohio, United States 9 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Insurance Advisor at Creative Planning LLC
Location
Ostrander, Ohio, United States
Company size
631 employees

Who is Eric Cedor, Chfc®? Overview

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Quick answer

Eric Cedor, Chfc® is listed as Insurance Advisor at Creative Planning LLC at Creative Planning, a company with 631 employees, based in Ostrander, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Eric Cedor, Chfc®.

Eric Cedor, Chfc® previously worked as Insurance Advisor at Creative Planning and Client Outreach Specialist at Guardian Life. Eric Cedor, Chfc® holds Bachelor Of Business Administration (Bba) Economics from Fox School Of Business At Temple University.

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Creative Planning

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Profile bio

About Eric Cedor, Chfc®

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Current workplace

Eric Cedor, Chfc®'s current company

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Creative Planning
Creative Planning
Insurance Advisor at Creative Planning LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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9 roles

Eric Cedor, Chfc® work experience

A career timeline built from the work history available for this profile.

Client Outreach Specialist

Guardian Life

Bethlehem, Pennsylvania, United States

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Park Avenue Securities (3M) is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K61677, AR Insurance License Number - 17785837. This material is intended for.

Jul 2021 - Jan 2024

Senior Associate

Valley National Financial Advisors

Bethlehem, PA

  • Created and presented comprehensive financial plans using MoneyGuidePro
  • Provided customer service for investment and insurance book of business
  • Managed new case proposals and reviews for life insurance and long-term care insurance
Jan 2019 - Jul 2021

Individual Markets Business Consultant

Guardian Life

Bethlehem, PA

  • Produced current and hypothetical illustrations for inforce life insurance policies
  • Supported the Legal and Compliance departments with information for audits, complaints, or lawsuits
  • Provided information to agents, clients, and other Guardian teams about inforce policies
Apr 2017 - Dec 2018

Avp, Premier Banker

Bank Of The West

777 Tennent Ave, Pinole CA 94564

  • Served as a dual role employee for both banking and brokerage
  • Managed a book of business and prospected for new clients
  • Provided holistic planning to mass market clientele
Jun 2016 - Jan 2017

Lpp Special Projects Associate

Lincoln Financial Advisors

3000 Executive Parkway, San Ramon, California 94583 925-659-0212

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln.

Jan 2015 - Jun 2016

Sales And Marketing Intern

Bodyarmor Superdrink

Delaware Valley

  • Called on new and existing accounts to generate sales
  • Engaged in merchandising activities to promote the brand image in stores
  • Performed marketing samplings at key accounts and events to grow business
Jun 2013 - Aug 2013

Summer Intern

Olympic Steel

Milford, CT

  • Used Cost-analysis to present a case study to the Operations department
  • Produced Production plans for cut-to-length machines
  • Created customer-specific usage histories for Purchasing forecasts
  • Made sales calls and entered customer orders
Jun 2012 - Aug 2012

Sales Associate

Superpetz
  • Assisted in sales process of over 100 customers daily, and monitored patrons to assist in loss prevention
  • Handled up to $3,000 in cash in a given workday
  • Assisted managers in inventory and other administrative processes
  • Involved in the coordination with store managers of promotions and special events such as vaccination clinics and adoption fairs.
Apr 2009 - Jul 2011
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

LL Lisa Libich Lisa Libich Colleague at Creative Planning Independence, Missouri, United States, United States View → BF Branden Frazier Branden Frazier Colleague at Creative Planning San Diego, California, United States, United States View → AK Andrew Keating Andrew Keating Colleague at Creative Planning Leawood, Kansas, United States, United States View → NB Nikita Baughman Nikita Baughman Colleague at Creative Planning Blue Springs, Missouri, United States, United States View → KR Kate Reding Kate Reding Colleague at Creative Planning St Louis, Missouri, United States, United States View → HK Hannah Knoll, Cfp® Hannah Knoll, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → BA Brian Abatemarco, Cfp® Brian Abatemarco, Cfp® Colleague at Creative Planning Washington DC-Baltimore Area, United States View → PS Paola Santos, Cpfa Paola Santos, Cpfa Colleague at Creative Planning Denver, Colorado, United States, United States View → CS Conner Sivewright, Cfp® Conner Sivewright, Cfp® Colleague at Creative Planning Austin, Texas, United States, United States View → DR Don Recker, Aif® Don Recker, Aif® Colleague at Creative Planning Leawood, Kansas, United States, United States View →
2 education records

Eric Cedor, Chfc® education

Bachelor, Business Administration; Economics

Temple University, Fox School Of Business

Activities and Societies: Business Honors Student Association, College Republicans, Cherry Crusade, Temple University Students For.

FAQ

Frequently asked questions about Eric Cedor, Chfc®

Quick answers generated from the profile data available on this page.

What company does Eric Cedor, Chfc® work for?

Eric Cedor, Chfc® works for Creative Planning.

What is Eric Cedor, Chfc®'s role at Creative Planning?

Eric Cedor, Chfc® is listed as Insurance Advisor at Creative Planning LLC at Creative Planning.

Where is Eric Cedor, Chfc® based?

Eric Cedor, Chfc® is based in Ostrander, Ohio, United States while working with Creative Planning.

What companies has Eric Cedor, Chfc® worked for?

Eric Cedor, Chfc® has worked for Creative Planning, Guardian Life, Valley National Financial Advisors, Bank Of The West, and Lincoln Financial Advisors.

Who are Eric Cedor, Chfc®'s colleagues at Creative Planning?

Eric Cedor, Chfc®'s colleagues at Creative Planning include Lisa Libich, Branden Frazier, Andrew Keating, Nikita Baughman, and Kate Reding.

How can I contact Eric Cedor, Chfc®?

You can use AeroLeads to view verified contact signals for Eric Cedor, Chfc® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Eric Cedor, Chfc® attend?

Eric Cedor, Chfc® holds Bachelor Of Business Administration (Bba) Economics from Fox School Of Business At Temple University.

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