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Edward Detomaso

Edward Detomaso

Partner at Signature Estate & Investment Advisors LLC

Cleveland, OH , United States

About

Edward DeTomaso is a Partner at Cedar Brook Financial Partners in Cleveland, OH, where he leads client advisory in comprehensive financial planning services. At Cedar Brook, he focuses on guiding individuals and businesses in retirement planning, investment strategy, estate planning, and income planning, with a particular emphasis on individualized financial solutions for high-net-worth clients and entrepreneurs.

With over four decades in the financial services industry, Edward previously served as a Financial Planner at Cleveland Financial Group and Prudential Financial before joining Cedar Brook in 2006. His expertise spans portfolio management for individuals and businesses, pension consulting, and the selection of advisory solutions to meet diverse client needs.

Edward holds a BA in History from Kent State University and advanced designations including CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). He is recognized for his long-term commitment to client service and contributions to the financial planning profession, particularly within the areas of retirement income solutions, estate strategies, and investment portfolio construction.

Career History

OrganizationRoleDate RangeDetails
Cedar Brook Financial PartnersPartnerNov 2006 to Present
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, a...
Cleveland Financial GroupFinancial PlannerFeb 1994 to Nov 2006
Prudential FinancialFinancial PlannerJan 1979 to Feb 1994

Education

Kent State University

BA, History

Skills & Expertise

Retirement
Investments
Estate Planning
Retirement Planning
Retirement Plan Consulting
Investment Advisory
Financial Services
Financial Advisory
Finance
FINRA

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
Mark Copeland
Mark Copeland
Senior PartnerNewport Beach, CA , United States
Showing 1-10 of 21 team members

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