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Creative Financial Planning Employee Directory

Financial ServicesNew York, United States2-10 Employees

Creative Financial Planning is a small, independent financial planning firm based in Nyack, New York, offering comprehensive advisory services within the financial services industry. With decades of combined experience, the firm focuses on understanding clients’ stories, analyzing cash flow, and assessing risk tolerance to develop tailored plans aimed at helping clients accumulate, grow, and protect wealth. By limiting its client base, the firm emphasizes attentive, proactive service and ongoing attention to each client’s unique financial needs and goals. The practice operates on a fee-only model, avoiding commissions to align its success with that of its clients, and its advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. The company serves individuals and life stages such as new marriages, family growth, entrepreneurial ventures, and retirement planning, delivering planning strategies that translate financial objectives into actionable plans.

Find Creative Financial Planning employees' phone numbers or email addresses

Creative Financial Planning Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Creative Financial Planning's Leadership

  • Stylized image of a person
    G. B.
    Coordinator Of Recreations And Intramurals
    Phone icon
    Mobile Phone

Creative Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services

Contact profiles from Creative Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. B.
    Coordinator Of Recreations And Intramurals
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Creative Financial Planning known for?

Minus sign iconPlus sign iconCreative Financial Planning was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-845-634-****
. Explore Creative Financial Planning's company overview page for more information.

What is Creative Financial Planning's most common email format?

Minus sign iconPlus sign iconCreative Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creative Financial Planning email formats with LeadIQ.

How many employees does Creative Financial Planning have currently?

Minus sign iconPlus sign iconCreative Financial Planning has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Creative Financial Planning's key employees and leadership?

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As of August 2026, Creative Financial Planning's key employees include:

  • Coordinator Of Recreations And Intramurals: G. B.

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