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Creekside Financial Names Client Manager

Vanessa Doctor 12 December 2011

Creekside Financial Names Client Manager

Creekside Financial Advisors, the Cleveland-based financial planner, has appointed Susan Svenson as client manager.

Svenson previously worked for Cedar Brook Financial Partners and Fairport Asset Management. She brings over 20 years of financial services experience to assisting Creekside's advisors develop plans for their respective clients. 

Creekside Financial specializes in investment and tax management, retirement planning, charitable giving and estate planning for professionals, women in transition and business owners. The firm was launched in May 2011 by Nan Cohen, a 17-year veteran in the financial planning industry who was previously a principal at Cedar Brook.

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