Kristen Mervine, CLU, ChFC, CLF

Director of Financial Planning

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6193
Fax: (610)325-6240
E-mail: kmervine@cfg.nef.com

As director of the Wealth Planning Unit, Kristen manages the Wealth Advisory Department, the Wealth Navigator Department, and other projects related to the delivery of Creative Financial Group’s financial-planning services.

Kristen has been with Creative Financial Group since winter of 1999 where she began her career in the Advanced Case Unit.  She worked in the Planning Department in 2001 when Creative Financial Group went into the Fee Planning business and in Fall 2003 was named Director of Financial Planning.

Kristen graduated from Widener University with a BS in Business Administration.  She holds a securities Series 6, 7, 63 and 24 licenses as well as Life, Accident, and Health.  Kristen received her CLU® and ChFC® degrees in 2005 and her CLF® in 2008 all from the American College.