Howard Slater, CFP®, CLU®, ChFC, MBA, MSFS

About Me

About My Firm

Principal/Financial Planner

Series 7, 63, 9 & 10.
CFP®, CLU®, ChFC®, MBA, MSFS

Howard A. Slater is a Principal with Cedar Brook Financial Partners, LLC and a Partner in the firm’s practice of Mannen, Munday and Slater. Mr. Slater specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. He has served as advisor to executives from Eaton Corporation, Charles Schwab & Company, Steris Corporation, B.F. Goodrich, the National Aeronautics and Space Administration, the Sherwin-Williams Company and Progressive Corporation. Mr. Slater is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.

Prior to joining Cedar Brook Financial Partners, LLC, Mr. Slater served as Director of Operations and Regional Director of Financial Planning for Cleveland Financial Group, as well as lead instructor for the firm’s training and development program.

Mr. Slater received a Bachelor of Science degree from the Rochester Institute of Technology. He earned a Masters of Business Administration degree from Case Western Reserve University’s Weatherhead School of Management, and he received his Certified Quality Engineer appointment from the American Society of Quality Control. He serves as a National Association Securities Dealer (FINRA) panel arbitrator and earned a Chartered Life Underwriter® (CLU®) designation, a Chartered Financial Consultant® (ChFC®) certification and a CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Additionally, he was recently accepted into the Masters of Science in Financial Services program sponsored by The American College.

Mr. Slater has authored or co-authored several papers, as well as formerly creating and publishing The Cleveland Financial View, a quarterly client financial planning newsletter. He has served on Lincoln Financial Advisor’s National Planning Committee and on Securities America’s National Advisory Council. He also has spoken at many national planning conferences and public planning forums, and he volunteers his time for various religious and educational organizations throughout Greater Cleveland.


1994

B.S.
M.B.A

Recent Achievement: Earned a Masters of Science in Financial Services degree from Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania

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

There's no doubt that financial planning is a hot topic today. It seems a day doesn't go by without a major story in the media about how far behind Americans are in planning and saving for the days when work no longer occupies the bulk of their time and attention.

But while financial planning may seem to be a trendy issue today, it's something that the professionals at Cedar Brook Financial Partners, LLC have focused on throughout their long, distinguished careers in helping individuals manage, grow and preserve wealth.

When we founded Cedar Brook Partners, LLC in 2005, we set out to create a firm that embodied our passion for helping people achieve their financial goals. By bringing together the experience and expertise of leading investment, insurance, and financial planning professionals, working through the registered investment advisory firm, Securities America Advisors Inc.

•Financial planning is the main business of the advisors at Cedar Brook - not a side offering to help brokers sell stocks and bonds - which results in financial plans highly customized to your situation.
•We have no vested interest in selling a particular suite of investment and insurance solutions, which means you always get independent, objective investment advice.
•We have the scale, resources and breadth of expertise necessary to build the optimal financial plan for each individual investor.
With more than 50 professionals overseeing in excess of $2 billion of client assets, the advisors at Cedar Brook represent the best elements of other financial planning models - combining them in a highly collaborative environment that encourages our professionals to exchange ideas and best practices with each other for the betterment of all Cedar Brook clients.

We invite you to explore our website to learn more about Cedar Brook and how we can help you meet your wealth management goals.