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...
Richard Goebelt (CRD# 4115506) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodmere Village, OH and has over 11 years of experience in the finance industry. Richard Goebelt 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Crissman (CRD# 2938949) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodmere Village, OH and has over 20 years of experience in the finance industry.