Azim Nakhooda

About Me

About My Firm

Managing Principal


Azim Nakhooda is the Chief Investment Officer and a Principal of Cedar Brook Financial Partners. In this role, Mr. Nakhooda manages the relationships between the advisors at Cedar Brook and their partner asset management, private equity and hedge fund firms. He also serves as a consultant to the firm’s Associates, advising on matters that include case design, portfolio analysis and market strategy. Additionally, Mr. Nakhooda is responsible for developing client relationships and designing and implementing elements of investment strategy for affluent investors, business owners and corporate executives. 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. Nakhooda served as Director of Investments for Cleveland Financial Group. There, he managed investment processes for a $1 billion private client group. Mr. Nakhooda also has worked for Fidelity Investments in Boston, Mass., specializing in philanthropic portfolio management.

Mr. Nakhooda received a Bachelor of Arts degree from Boston College and a Masters of Business Administration degree from Case Western Reserve University.

He is a member of the Association for Corporate Growth, he authors an “Ask The Expert” column for The Plain Dealer in Cleveland, Ohio, and he is a periodic contributor to several national and local financial journals. Mr. Nakhooda also volunteers his time with Big Brothers Big Sisters of Greater Cleveland.

Mr. Nakhooda lives in Chagrin Falls, Ohio with his wife, Caren, and their three children, Colleen, Casey and Duncan. Witnessing a Cleveland sports championship remains his unfulfilled life-long dream.

Located in Cleveland, OH but serving clients nationwide

Financial Planning,Wealth Management,Investment Management,Retirement Planning,Education Planning,Corporate Services,401k Planning,Alternative Investments,Tax Services,Investment Planning,Insurance Analysis,Employee Benefits,Long Term Disability,Life Insurance,College Planning

Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals.

The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.