Marc J. Bernstein, JD, CLU, ChFC, CAP

Marc J. Bernstein, JD, CLU, ChFC, CAP

Senior Partner
CA Insurance License #0E36801

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Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6213
Fax: (610)325-5912
E-mail:

  • Chairman's Council Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have mastered the ability to attract, develop and retain clients by helping them meet their financial security needs and to those sales managers whose exemplary leadership and exceptional record of staff development have placed them in the top tier of field management.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Million Dollar Round Table (MDRT) Member

“Most of today’s owners spend their waking hours running their businesses. As a result, it often becomes difficult to maintain focus on financial lifetime and legacy goals that they desire. Our job is to help our clients through the planning process in order to create great value for their families and society.”

Marc Bernstein is a Senior Partner of Creative Financial Group, which has over 300 employees, financial planners, & financial service professionals. The company was formed by one of the top industry leaders, Joseph V. Naselli, Sr. CLU, ChFC, AEP. Raised in a family business, Mr. Bernstein has a great appreciation for the challenges of family-owned businesses as they face transferring their wealth and assets to future generations.

“It is very fulfilling to myself and associates to help family owned businesses and entrepreneurs establish plans, which will help them to safeguard their assets and accumulate wealth in the face of future contingencies, and to help them create legacies to pass on to future generations.”

Mr. Bernstein is also one of the founding directors of Professional Planning Solutions, a firm that specializes in building business continuation plans for professional practices.

Mr. Bernstein is married and lives in Lower Gwynedd, PA with his wife, Susan, and his two children, Jake and Dara. He is active in community affairs such as the Variety Club, the Children’s Hope Foundation and the Bux-Mont Federation, and is a past president of Tiferet Bet Israel, Blue Bell, PA.

Education, Professional Awards and Memberships

  • A 1977 Graduate of University of Delaware, Arts & Sciences, Bachelor of Arts
  • A 1980 graduate of Ohio State University College of Law, Juris Doctorate
  • Life & Qualifying Member of the Million Dollar Round Table, including many Court of the Table qualifications
  • Chairman’s Council Qualifier with New England Financial – signifying the highest level of achievement
  • President’s Cabinet Member– Recognizing Company and Industry leadership
  • Client Service Award (1993) -- #1 Financial Services professional and client service out of 3,000 financial service representatives
  • The Philadelphia Estate Planning Council
  • Past President of Montgomery County Association of Insurance and Financial Advisors
  • Member and past state Board member of the National Association of Insurance and Financial Advisors – Greater Philadelphia

 

Professional Planning Solutions is not affiliated with New England Securities