Advisors at this firm
Sean G
Series 63, Series 65
Chester Springs, PA
Creative Capital Wealth Management Group
Sean Gunning is a financial advisor at Creative Capital Wealth Management Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Realta Investment Advisors and ADP LLC. He maintains an inactive entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients, offering retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process utilizing both fundamental and technical analysis and manages accounts on discretionary and non-discretionary bases.
Liam M
Series 63, Series 66
Chester Springs, PA
Creative Capital Wealth Management Group
Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he owns DefySize Fitness and Coaching LLC, where he provides personal training and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process and a predominantly long-term investment strategy, managing a range of asset types through both discretionary and non-discretionary accounts.
Frederick H
Series 63, Series 66
Chester Springs, PA
Creative Capital Wealth Management Group
Frederick Hubler is a financial advisor at Creative Capital Wealth Management Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arkadios Capital, Triad Advisors, and First Allied Advisory Services. Outside of his advisory role, Hubler coaches other advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process and a predominantly long-term investment strategy, managing accounts on both discretionary and non-discretionary bases.
Derek D
Series 63, Series 65
Chester Springs, PA
Creative Capital Wealth Management Group
Derek Dobin is a financial advisor with Creative Capital Wealth Management Group and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including previous roles at Pruco Securities, LLC and Prudential Insurance Company of America. At Creative Capital, he serves as Managing Director, overseeing team operations and wealth management. Creative Capital Wealth Management Group provides retainer-based financial planning, wealth management, and asset management services to individual and high-net-worth clients. The firm employs a customized planning process using both fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis with a focus on long-term strategies.