Joseph V. Naselli Sr., CLU, ChFC, AEP

Joseph V. Naselli Sr., CLU, ChFC, AEP

Chairman of the Board and Founding Partner

16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6101
Fax: (610)325-6230
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

Charismatic. Enthusiastic. Knowledgeable. Committed. They all aptly describe Joseph V. Naselli, CEO, Chairman of the Board and founding partner of Creative Financial Group.

“The mission of our firm is to become the preeminent financial services firm in the Greater Delaware Valley by providing our clients with unparalleled service, expertise and dedication in order that they may attain their financial goals and objectives.”

A graduate of the Virginia Military Institute, Mr. Naselli began his career as a sales representative for IBM. In 1975, Mr. Naselli realized that vast changes taking place in the financial services market required new approaches to the industry. The Creative Financial Group was founded to deliver highly customized, comprehensive financial consulting to accomplished professionals and closely-held, family-owned businesses. Through his leadership, The Creative Financial Group has emerged as one of the top agencies in the nation, regularly winning industry awards for client retention, agent retention and overall service and dedication to the market. For his accomplishments, Mr. Naselli has received many of the industry’s top awards, including master agency awards and national management awards. Mr. Naselli is routinely tapped to speak before audiences of business owners, industry-peers and the general public.

Mr. Naselli has been instrumental in conceiving of and implementing a number of leading-edge programs for The Creative Financial Group. The firm’s mentorship program has been nationally recognized as a model for delivering superior client service and creating career pathways for professionals. Likewise, The Creative Financial Group’s targeted marketing programs has been hailed as a vital example of how service providers can strategically partner with clients.

“Our philosophy is one of customer intimacy, whereby through our knowledge, commitment and integrity, we become a trusted financial resource for our clients.”

Mr. Naselli lives in Media with his wife. His three children, Joseph Jr., Francis and Jenine Maguire, all work for The Creative Financial Group. His civic activities include the Special Olympics, the Variety Club and Cornerstone.

Professional Awards and Memberships

  • American Society of Chartered Life Underwriter (1977)
  • American Society of Chartered Financial Consultants (1984)
  • Accredited Estate Planner (1993)
  • Delaware County Estate Planning Council