Howard Slater

Plan For A Better Life.

Insurance Agent at Cedar Brook Financial Partners LLC in Cleveland, OH

About

Howard Slater is a Principal at Cedar Brook Financial Partners and a Partner in the firm’s practice of Mannen, Munday, Slater and Bar-Shain. Mr. Slater specializes in comprehensive financial planning for high net-worth individuals and closely held business owners. He serves as advisor to executives from many Fortune 500 companies and government agencies. Mr. Slater is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors. He recently completed his Masters of Science in Financial Services sponsored by The American College. Mr. Slater’s co-authored book, “Plan of Action-Strategies to Help You Build and Preserve Wealth”, has been well received in the professional and consumer marketplace. Mr. Slater is very active within the community and lives with his family in Solon, OH.

Address
5885 Landerbrook Dr # 200 in Cleveland, OH 44124
Info
Languages: English
Year started: 1994

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Specialties

  • Annuities
  • Health
  • Life
  • Long-term care
  • Small Business
  • Other

Credentials

Licenses

Series 63
Series 7
9 and 10 registration

Certifications

ChFC, CLU, MSFS, MBA

Background

Experience

Planner and Manager

Education

Case Western Reserve
American College