Bryan R. Cogliano, CFP®

Bryan R. Cogliano, CFP®

Partner and Financial Planner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-5913
Fax: (610)325-6240
Mobile Phone: (610) 842-4780
E-mail:

Mr. Bryan R. Cogliano, CFP® graduated with honors from West Chester University with a degree in finance in 2001. He furthered his education and obtained the prestigious CFP® designation in 2005. These marks identify those individuals who have met the rigorous education and ethical requirements of the CFP Board, and have successfully completed financial planning course work to have passed the CFP® Certification Examination.

Mr. Cogliano is currently pursuing The Accredited Estate Planner® (AEP®) designation. It is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners and Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.

Bryan is committed to focusing on the needs of family-owned businesses, emerging entrepreneurs, as well as accomplished individuals and professionals.  In a time where words like honor, code and loyalty arguably don't mean as much as they used to, or as they should, Bryan has truly distinguished and separated himself in the financial services industry and within the communities in which he practices.

"My goal is to create value by providing ideas and solutions, and proactively following through with implementation. The intellectual capital I bring to a client by working with our Wealth Advisory Department is second-to-none."

Bryan and his wife, Stephanie, have two children and reside in Lower Pottsgrove, PA. Mr. and Mrs. Cogliano are actively involved in charitable work at the Children's Hospital of Philadelphia.


Areas of Focus

  • Personal Financial Planning
  • Business & Estate Planning
  • Wealth Accumulation Strategies
  • Life Insurance Strategies
  • College Education Funding Strategies
  • Disability Income Insurance
  • Long Term Care Insurance
  • Retirement Adequacy Study
  • Executive Compensation Plans
  • Wealth Distribution / Tax Strategies
  • Charitable Giving Strategies


Professional Memberships and Awards

  • Member in Good Standing - CFP® Board - Washington, DC
  • NAIFA Member
  • Master's Qualifier 2008 – Present
  • Leader’s Qualifier 2003 – Present
  • Million Dollar Round Table 2003 – Present
  • Marketing Associate of the Year 2003
  • Associate Planner of the Year 2004
     

(*) For more information on the CFP Board, visit www.CFP.net.