David Robertson is a skilled professional, working in Cedar Brook Financial Partners as a Partner from 2005. David Robertson went to the Case Western Reserve University School of Law and was studying from 1983 to 1986. This professional has such qualifications as License 53732, Cfp Board of Standards, License 53732, and Certified Financial Planner. Cleveland, Ohio is the area, where this person was lastly known to live. The professional's email address and number are accessed through this website by request.
Name variants:
Daved Robertson,
Dayvid Robertson,
Dave Robertson,
Davey Robertson,
Davie Robertson,
Davy Robertson
Last updated Apr 30, 2024
Contact Information
Last Update
Jun 30, 2022
Email
dr**@cedarbrookfinancial.com, da**@onebox.com
Location
Cleveland, OH
Company
Cedar Brook Financial Partners, LLC
Workplace
Work History
Partner
Cleveland/Akron, Ohio Area
Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). David A. Robertson, Registered Representative. Advisory Services offered through Securi...
from Aug 2005
Education
1983 — 1986
1979 — 1983
Occupations
Executive
Partner
Representative
Advisor
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Strategic Financial Planning
Personal Finance
Financial Advisory
Securities
Retirement Planning
Investments
Insurance
Risk Management
Financial Services
Retirement
Retirement Plan Consulting
FAQs about David Robertson
What is the main profession of David Robertson?
David is a Partner.
What jobs is David proficient at at?
David is proficient at Executive and Partner jobs.
Where does David Robertson currently live?
Cleveland, Ohio is the place where David Robertson lives
What is David's email?
David's email is dr**@cedarbrookfinancial.com and da**@onebox.com.
Where did David Robertson work?
David Robertson worked at Cedar Brook Financial Partners, LLC.
Does David Robertson have personal website or blog?
David Robertson`s website is http://www.cedarbrookfinancial.com and http://www.drobertson.yournextphase.com/rtindex/homepage.jsp.
Where has David Robertson studied?
David studied at the Case Western Reserve University School of Law from 1983 to 1986.
Are there any certifications David Robertson has?
The professional received the following certifications: License 53732, Cfp Board of Standards, License 53732, and Certified Financial Planner.