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This profile was last updated on 6/11/14  and contains information from public web pages and contributions from the ZoomInfo community.

William Glubiak

Wrong William Glubiak?

Chief Executive Officer

Local Address: Mayfield Heights, Ohio, United States
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...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Arts degree , Political Science
    St. Michael's College
  • Masters of Business Administration
    Rensselaer Polytechnic Institute
  • Masters of Business Administration degree
    Rensselaer Polytechnic Institute
28 Total References
Web References
William Glubiak | Chief Executive Officer | Cedar Brook Financial
www.cedarbrookfinancial.com, 12 April 2014 [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 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 children - Owen, Dana, and Will.
Julie Billiart School ~Board of Directors
www.juliebilliartschool.org, 16 Jan 2014 [cached]
Chairman -- William D. Glubiak Cedar Brook Financial Partners, LLC President -- Sister Agnesmarie LoPorto, SND
Linda Parker | Associate | Cedar Brook Financial
www.cedarbrookfinancial.com, 19 July 2013 [cached]
Linda is the Executive Assistant to William D. Glubiak, Founding Principal and former Managing Member/Chief Executive Officer of Cedar Brook Financial Partners.
Cedar Brook Financial Partners Welcomes Linda Parker
www.cedarbrookfinancial.com, 19 Oct 2012 [cached]
CLEVELAND, OH, October 19, 2012 -Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to welcome Linda Parker, Executive Assistant to William Glubiak, a Founding Partner of the Cleveland-based wealth management firm.
...
he really understands the need to be customer-centric focused in order to make our clients' lives easier, so we're thrilled to have her join our team," explained Bill Glubiak, Principal, Cedar Brook.
Cedar Brook Financial Partners LLC - William Glubiak
www.cedarbrookfinancial.com, 20 Nov 2010 [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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