Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.
A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.
As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland...
Full-Time Fiduciary (I must put your interests ahead of everything)
Fee-Only (no commissions, no sales, no products, only advice for a fee you pay me directly)
Certified Financial Planning Professional (ethics, education, experience requirements)
Mike Brady has been a builder, keeper and steward of multi-generational wealth for substantial families worldwide for over 30 years. Over that time, Mr. Brady has advised, consolidated and simplified his clients’ financial lives thereby providing them with peace of mind and confidence in their financial future. He has worked with multiple generations...
Boris Kagarlitskiy (CRD# 5373494) is an Investment Advisor Representative working at Key Investment Services LLC in University Heights, OH and has over 8 years of experience in the finance industry.
Travis Classen (CRD# 5404898) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in University Heights, OH and has 1 year of experience in the finance industry.
Jeffrey Bogart (CRD# 2049796) is an Investment Advisor Representative working at Jeffrey A Bogart Investment Advisor in Mayfield Heights, OH and has over 25 years of experience in the finance industry.
Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning...