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2016-07-24T00:00:00.000Z

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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, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain's Cleveland Business 2013. Cedar Brook's now se ... more

Find other employees at this company (94)

Background Information

Employment History

Executive-In-Residence

Kent State University

Financial Planner

Cleveland Financial Group

Affiliations

Active Member
Financial Planning Association

Member
Young Presidents' Organization Inc

Registered Investment Advisor
Securities and Exchange Commission

Chairman of Directors
Julie Billiart School

Education

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

www.cedarbrookfinancial.com [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

www.juliebilliartschool.org [cached]

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


Julie Billiart School ~Board of Directors

www.juliebilliartschool.org [cached]

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


William Glubiak | Chief Executive Officer | Cedar Brook Financial

www.cedarbrookfinancial.com [cached]

William Glubiak

Chief Executive Officer
440-683-9203 Fax:440-683-9103
...
Cleveland Financial Planner William Glubiak William Glubiak
Bill is the Chief Executive Officer and a founding Principal and Partner of Cedar Brook Financial Partners. He has been in the financial services industry for over 20 years. He counsels a select group of corporate executives, professionals, business owners, and other high-net-worth individuals and families on a wide range of financial planning issues. His extensive experience in complex tax and estate planning strategies provides his clients with comprehensive advice and guidance. He is a Registered Representative with Securities America Inc. and an Investment Advisor Representative with Securities America Advisors.
Bill received a Bachelor of Arts degree in Political Science and a minor in Philosophy from St. Michael's College in Vermont. He received a Masters of Business Administration from Rensselaer Polytechnic Institute in Troy, N.Y. An Air Force veteran, Bill 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 U. S. Air Force Reserves. He is a veteran of the first Gulf War.
Bill's involvement in public service continues today. He is the Chairman of the Board of Directors of the Julie Billiart School. He is also a Merit Badge Counselor for the Boy Scouts of America and enjoys coaching children in basketball and cross-country. He has served on numerous boards and committees of church and civic organizations.
Bill is truly honored to be a member of the Young Presidents/World Presidents Organization, a worldwide group of Presidents/CEOs committed to helping all members reach their "full potential as presidents and citizens through meaningful education and idea exchange". Bill, and his wife, Jill, are residents of Chagrin Falls and have three adult children - Owen, Dana, and Will.


Cedar Brook's Christine Sivak is Selected by National Association of Plan Advisors as One of Top Women Advisors in the U.S.

www.cedarbrookfinancial.com [cached]

We are honored to have her as a member of our team," said Bill Glubiak, Chief Executive Officer of the Cedar Brook Group.

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