WILLIAM Hawke
AURORA,OH
Summary
Dynamic Financial Planner with a proven track record at Cedar Brook Financial Partners, specializing in client relationship development and cash flow management. Achieved $1.5M in AUM while fostering strong connections with corporate executives. Recognized for leadership and continuous learning, enhancing financial strategies through research and compliance expertise.
I am now retired but still have a keen interest in the field and this job seems appropriate. I have done all the things you are looking for in real life and have run a very successful practice.
Overview
44
44
years of professional experience
1
1
Certification
Work History
Financial Planner
Cedar Brook Financial Partners
11.2006 - 12.2023
Partner in an independent Financial Planning Firm.
Continued to build a client base of primarily of corporate executives in public companies in Cleveland, OH.
At the time of the sale of the practice to my Firm (Cedar Brook Financial Partners) I have 1.5M in AUM.
Financial Planner
Cleveland Financial Group (Lincoln National)
01.1980 - 11.2006
- Started as a new advisor and began developing a client base. After 1 year qualified for the Million Dollar Roundtable. I was Rookie of the year for the greater Cleveland area.
- Over the years continued to grow may practice and by 1985 was developing the early version of Financial Plans. Not the most sophisticated but did encompass retirement goals, education planning and life insurance.
- Conducted research on investment products to support client recommendations and enhance financial strategies.
- Engaged in continuous learning about regulatory changes impacting financial planning practices and compliance requirements.
- Obtained by Certified Financial Planning (CFP) credentials
- Developed strong relationships with clients by providing timely responses to inquiries and ongoing support throughout the planning process.
Education
Bachelor of Science - Liberal Arts
Bowling Green State University
Bowling Green, OHMaster of Science - Social Work
University of Michigan
Ann ArborMBA - Project Management
Baldwin Wallace College
Berea, OHSkills
- Leadership qualities
- Teamwork orientation
- Client relationship development
- Cash flow management
Certification
Certified Finanial Planner (CFP)
Charted Life Underwriter (CLU)
Timeline
Financial Planner
Cedar Brook Financial Partners
11.2006 - 12.2023
Financial Planner
Cleveland Financial Group (Lincoln National)
01.1980 - 11.2006
Bachelor of Science - Liberal Arts
Bowling Green State University
Master of Science - Social Work
University of Michigan
MBA - Project Management
Baldwin Wallace College
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