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Wrong William Glubiak?

Mr. William D. Glubiak

Founding Principal - Chief Executive Officer

Cedar Brook Financial Partners LLC

Direct Phone: (440) ***-****       

Email: w***@***.com

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Cedar Brook Financial Partners LLC

5885 Landerbrook Drive Suite 200

Cleveland, Ohio 44124

United States

Company Description

Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2011. Cedar Brook's now sixty-plus professionals deliver customized, per ... more

Find other employees at this company (95)

Background Information

Employment History


Kent State University

Financial Planner

Cleveland Financial Group


Chairman of Directors
Julie Billiart School

Active Member
Financial Planning Association

Young Presidents' Organization Inc


Bachelor of Arts degree

Political Science

St. Michael's College

Masters of Business Administration

Rensselaer Polytechnic Institute

Web References (42 Total References)

Shannon Oddi | Associate/Director of First Impressions | Cedar Brook Financial [cached]

Shannon is the Director of First Impressions and Executive Assistant to Bill Glubiak, one of the founding Principals and CEO of Cedar Brook Financial Partners.

William Glubiak

Julie Billiart School ~Board of Directors [cached]

Chairman -- William D. Glubiak Cedar Brook Financial Partners, LLC President -- Sister Agnesmarie LoPorto, SND

Julie Billiart School ~Board of Directors [cached]

Chairman -- William D. Glubiak Cedar Brook Financial Partners, LLC President -- Sister Agnesmarie LoPorto, SND

News [cached]

June 3, 2009 -- Horsesmouth -- Marie Swift's article "Going Independent: The Benefits of Joining an Established Branch," quoted Securities America branch managers Don Patrick, managing director of Integrated Financial Group in Atlanta; Bill Glubiak, CEO of Cedar Brook Financial Partners in Cleveland; Arthur Cooper of Cooper McManus in Irvine; and Clyde Wyatt, managing principal of Navigation Financial Group in Dallas.

Cedar Brook Financial Partners LLC - William Glubiak [cached]

William Glubiak | Glubiak, William Cedar Brook Financial Partners LLC - William Glubiak

William Glubiak
Founding Principal
Send Email | Download vCard
p: 440-683-9203 f: 440-683-9103
William D. Glubiak is a Founding Prinipal and Partner of Cedar Brook Financial Partners. Working in conjunction with the firm's principals, Mr. Glubiak has helped to structure an organization with a high level of comprehensive financial planning expertise and sophistication that operates independently of external corporate product influences. In his role as Principal, Mr. Glubiak works to ensure that the firm delivers on that vision to every client.
Mr. Glubiak built his personal practice around a comprehensive and holistic wealth planning and management model. This approach is not product driven, but rather focuses on strategies to identify and then service the specific needs of each client. He is a Registered Representative with Securities America Inc. and an Investment Advisor Representative with Securities America Advisors.
Prior to joining Cedar Brook Financial Partners, Mr. Glubiak served as a Financial Planner with Cleveland Financial Group from 1994 to 2005. Before that, he served as an Account Planner with Wyse Advertising. Mr. Glubiak also served as Vice President of Sales for International Total Services, a worldwide provider of airport services located in Independence, Ohio.
Mr. Glubiak received a Bachelor of Arts degree in political science and a minor in philosophy from St. Michael's College in Colchester, Vt. He received a Masters of Business Administration degree from Rensselaer Polytechnic Institute in Troy, N.Y. He also is licensed for Life, Health and Variable Annuities, and he serves as an active member of the Financial Planning Association. An Air Force veteran, Mr. Glubiak served as an Electronic Warfare Officer, flying the Boeing B-52 aircraft in the active duty United States Air Force, and as a Navigator on the Lockheed Martin C-130 aircraft in the United States Air Force Reserves. He is a veteran of the first Gulf War.
Mr. Glubiak's community involvement runs deep and includes current service on the Bainbridge Township Finance Committee and the St. Joan of Arc Finance Committee. He is the Chairman of the Board of Advisors for the Julie Billiart School. He also is a Merit Badge Counselor for the Boy Scouts of America and a member of the Young Presidents Organization, a diverse, worldwide group of presidents and CEOs. Additionally, Mr. Glubiak coaches elementary school-aged children in basketball and cross-country leagues.
Mr. Glubiak and his wife, Jill, have three children and reside in Bainbridge, Ohio.

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