Brian C. McGeehan, CFP®, CAP

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6225
Fax: (610)325-6200
E-mail: bmcgeehan@cfg.nef.com

Qualifications

• BA, Business & Finance, The Catholic University of America
• CERTIFIED FINANCIAL PLANNER certificant, The American College, Bryn Mawr, PA
• Chartered Advisor in Philanthropy (CAP), The American College, Bryn Mawr, PA
• Investment Advisor Representative of New England Securities
• NAIFA

Professional Services

• Business & Estate Planning
• Wealth Distribution/ Advanced Tax Strategies
• Wealth Accumulation Strategies
• Retirement Adequacy Analysis
• Charitable Giving Strategies
• Executive Compensation Plans
• Life Insurance Strategies
• Disability Income Protection
• Long Term Care Planning

Personal

• Young Variety – The Children’s Charity President
• LaSalle College High School Alumni Assoc. Board Member
• Pi Gamma Mu
• Phi Eta Sigma

Neither Creative Financial Group, New England Securities nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance.