James H. Unger, CFP

James H. Unger, CFP

Managing Director of Private Client Group

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6219
Fax: (610)325-6240
E-mail:

Jim Unger is founder and director of the CFG Wealth Advisory Group. He is a visionary focusing on trends in the global economic landscape. His down-to-earth approach leads to practical, forward-looking views about the influences those trends may exert on global investment markets in the future. Ultimately, those views are developed into investment strategies that seek: (1) to reduce market risk, (2) to benefit from anticipated opportunities in the market, and (3) to deliver portfolio income to those investors approaching, or already living in retirement.

Jim is a knowledgeable and entertaining speaker. He treats his audiences to a wealth of insight into what makes portfolios work, and how individuals and families might approach their own investments. His presentations are definitely not a rehash of the “same old story”.

  • Certified Financial Planner practitioner since 1992.
  • BA University of Virginia, 1982
  • 20 years of industry experience
  • Nationally, a consistent top producer with New England Securities.
  • Has built CFG Wealth Advisory Group’s investment business from $50 million to $1.6 billion in assets under advisement1.

 

1. Securities are held either directly with New England Securities or with independent third party advisors accessed through New England Securities.