Albert M. Corrato, Jr., CFP®, ChFC®, CLU®, MBA, CASL®

Albert M. Corrato, Jr., CFP®, ChFC®, CLU®, MBA, CASL®

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)355-7853
Fax: (610)325-6230
E-mail:

Professional Qualifications & Designations:

  • Financial Professional for over 37 years
  • CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Advisor for Senior Living (CASL®)
  • Senior Financial Planner, New England Securities
  • Special Needs Financial Planner (MetLife Center for Special Needs)
  • PlanSmart®  Instructional Facilitator (retirewise®  and Executive Series)
  • Graduate of St. Joseph’s University, B.S., Accounting, MBA, Finance
  • Series 7, 6 and 63 securities registrations

Areas of Business Concentration: 

  • Retirement Planning (accumulation and distribution strategies)
  • Rollover Options, ….Pensions, 401k, 403b, IRA’s
  • Qualified and Non-Qualified Plan Implementation
  • Estate and Family Legacy Solutions
  • Special Needs Planning
  • Executive Compensation Strategies
  • Business Succession Alternatives
  • Educational Funding (including 529 plans)
  • Cash Needs Analysis Reporting
  • Protection solutions...Life, Disability Income and Long Term Care Insurance Options

Industry Affiliations:

  • Million Dollar Round Table (MDRT)
  • Montgomery County Association of Insurance and Financial Professionals (MCAIFA)
  • National Association of Insurance and Financial Professionals (NAIFA).
  • Multi-year Leaders and Masters qualifier (awards bestowed by New England Financial and New England Securities)
  •  Gold member of the Inner Circle (award bestowed by New England Financial and New England Securities)

 Personal:

  • Resides in Springfield, PA (Delco) with wife Elaine, and their three children, Alicia, Stephen and Gina
  • Serves the community through a 30-year involvement with Rotary International and is currently Past-President of the Springfield Club (Delco)
  • Past-Treasurer of the Springfield High School Boys Lacrosse Boosters Association
  • Serves on the board of the Better Business Bureau of Eastern PA and Washington, DC, and sits on the finance committee

Note: Representatives of CFG do not provide any legal or tax advice.