Paul G. Evans

Paul G. Evans

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6282
Fax: (610)325-6220
E-mail:

 

 

 

“My business partner and I find it very rewarding to deliver enhanced value to successful professionals and their families. We establish plans that safeguard financial goals and desires in the face of uncertainty and offer protection from unexpected contingencies, creating lasting legacies for future generations.”

Paul has been with Creative Financial Group since 1999.  Since then, he has served the Mid-Atlantic region and has focused on developing customized financial plans for executives and business owners in the areas of wealth transfer and wealth management. Prior to joining CFG, Paul worked with a major food and beverage wholesaling company in the mid-Atlantic region in the area of business development.
 
Paul is currently enrolled and studying at the American College in several designation and degree programs. The American College’s mission is to raise the level of professionalism of its students and, by extension, the financial services industry as a whole. By imparting expert knowledge—and by emphasizing that such knowledge must be regularly renewed and ethically applied—The College seeks to strengthen not only its students’ professionalism, but also the financial security of individuals, families, businesses, and the societies they serve.
 
Paul is a graduate of St. Joseph’s University with a bachelor’s degree in Marketing. While studying finance and economics at St. Joe’s, he was a multiple scholar-athlete qualifier as a member of the Men’s Lacrosse team. Paul is an active alumnus with St. Joe’s and is a Director for the SJU Lacrosse Alumni Group.
 
Paul resides in Newtown Square, Pennsylvania with his wife Kara and their three children, Jack, Madeline and Ella.
 
Areas of focus
  • Pension & Retirement Income Strategies
  • Wealth Transfer & Insurance Planning
  • Wealth Management Strategies
  • Benefits & Risk Strategies
  • Executive Comp Planning
Professional Awards and Memberships
  • 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.
  • Master’s Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.
  • Leader’s Qualifier: An honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Member of the Million Dollar Roundtable
  • Member of NAIFA (National Association of Insurance and Financial Advisors).