Frank J. Legan

Frank Legan is Partner, Financial Adviser and member of the Forward Look Committee at Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, closely held business owners, artists, families and retirees. 

He specializes in lifetime income strategies, investment advice and estate planning services. He also works with businesses to develop strategic and succession planning strategies.

He is the author of "The Humanity Factor," a book about focusing on your strengths, guiding you through a personalized, step-by-step guide to financial planning.

Frank has a Bachelor of Arts in Political Science from the University of Dayton, as well as a Master of Public Administration focused on municipal management from Cleveland State University. Prior to joining Cedar Brook Group, Frank was a financial adviser in the private client group at Merrill Lynch and with NatCity/PNC Investments.

Frank is active in his community, serving on various councils, boards and committees. Frank serves as Chairman Emeritus of the Board of Directors for Catholic Charities Diocese of Cleveland. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie.

Phone: 440-683-9213 | Email: flegan@cedarbrookfinancial.com | Website: www.franklegan.com | Twitter: @franklegan

LinkedIn: www.linkedin.com/in/franklegan | Facebook: www.facebook.com/profile.php?id=100064184318236