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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cedar Brook Financial Partners | Partner | Nov 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 Group | Financial Planner | Feb 1994 to Nov 2006 | — |
| Prudential Financial | Financial Planner | Jan 1979 to Feb 1994 | — |
Education
Kent State University
BA, History
Skills & Expertise
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
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