Robert Clements

Robert Clements

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6299
Fax: (610)325-6198
E-mail:

“My primary role is working to provide individuals, families, and business owners with assistance in building their financial freedom. Utilizing the many in-house resources of the Creative Financial Group, my goal is to become a lifetime resource for each and every client.”

Bob has been in the financial and investment industry since 1998 and has been with The Creative Financial Group since 2003. He is currently a Senior Associate.
 
Education
  • Graduated from Ursinus College in 1998 with a B.S. in Economics and Business Administration and an Accounting Minor
  • LaSalle High School graduate, class of 1994 
 
PERSONAL
  • Board Member of the Turning Points for Children organization
  • Member Sandler Sales Presidents Club
  • Junior Executive Chair of Turning Points for Children’s Kids At Heart 2011 Gala
 
PROFESSIONAL SERVICES
  • Business Continuation & Estate Conservation Strategies*
  • Personal Financial Strategies
  • Retirement Planning Strategies
  • Wealth Accumulation Strategies
  • Wealth Distribution / Tax Efficient Strategies
  • Executive Compensation Plans
  • College Education Funding Strategies
  • Charitable Giving Strategies *
  • Employee Benefits
  • Risk Management