Alan Yanowitz, JD

About Me

About My Firm

Financial Advisor at Creekside Financial Advisors, LLC

Yanowitz has been licensed to practice law in the State of Ohio since 1985. He is a Registered Representative and offers securities through Securities America, Inc. He is a fully licensed insurance professional in the state of Ohio as well as many other states.



Alan Yanowitz is a financial advisor at Creekside Financial Advisors, LLC. Alan’s twenty-year career has focused on designing and implementing creative financial strategies, educating his clients, and assisting them in making the best decisions when it comes to their money, family, business, and careers. He believes in understanding his clients’ entire personal and professional situation first, and then developing customized strategies to help them pursue their lifetime financial goals. Alan’s specialties include estate, insurance, and retirement planning, and charitable giving.

Prior to joining Creekside Financial Advisors, Alan served as a Financial Planner with Cedar Brook Financial Partners as well as the Cleveland Financial Group. Before working for wealth management firms, Alan practiced law with a Cleveland-based boutique law firm where he specialized in estate and tax planning manners.

Alan received a Bachelor of Science degree in business administration from Northeastern University in Boston, Mass. He earned his Juris Doctorate from Case Western Reserve University School of Law in 1985.

Alan is an active leader with several community organizations including the Jewish Community Federation of Cleveland, The United Way, The Cleveland Jewish News Foundation, the Cleveland Metropolitan Bar Association, and the Estate Planning Council of Cleveland. Alan is also an honorary member of the Board of Trustees for the Cleveland Hebrew Schools.

Alan resides in Beachwood, Ohio with his wife, Dara, and their two sons, Josh and Max.

Located in Cleveland, OH but serving clients nationwide

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Education Planning, Alternative Investments, Employee Benefits, Corporate Services, 401k Planning, Tax Services, Investment Planning, Insurance Analysis

At Creekside Financial Advisors we are committed to developing comprehensive, customized financial
plans to help our clients pursue their lifelong financial goals.

Our goal is to enable our clients to relax, enjoy their lives, and feel more confident about their future.

We work closely with our clients to carefully design financial plans that address their particular needs and,
importantly, that they understand. Our clear and focused approach is designed to help our clients face the
future with optimism.

Creekside Financial Advisors is an independent financial planning firm. We adhere to the fiduciary standard, which means that we put our clients' interests first.

We believe in transparency. Our clients communicate their personal and professional situations with us, and we happily share information about our fees, market changes, research findings, and plan results with them.

Confidentiality and protection of client information is one of our fundamental responsibilities. While collecting personal information is important to providing quality service, we recognize that our client's trust is central to a successful, long-term relationship.