Robert Marasheski, CFP®

Robert Marasheski, CFP® - CASL®, ChFC®

Senior Financial Planner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6164
Fax: (610)325-6200
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.
  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.

Robert Marasheski joined Creative Financial Group in 2000 to establish and manage the planning division for families with children and dependents with special needs.  Having a Masters Degree in Physical Therapy from Temple University, Robert understands the intricate issues in this specialized area of planning.  His extensive training and commitment allows Robert to be a true advocate for families by setting a solid foundation and securing both lifetime care and quality of life for their children or other dependents with special needs.  He is a frequent speaker for the local chapters of the ASA, Autism Society of America, NDSS (The National Down Syndrome Society), UCP (United Cerebral Palsy), and the Variety Club.


Robert is also involved with helping family and closely held businesses develop effective and efficient business plans, as well as assisting entrepreneurs, professional and executives with personal financial planning.


Robert resides in North Wales, Pennsylvania, with his wife, JoAnne, and his three children.  He enjoys coaching his three children, playing golf and working to obtain his black belt in karate.

Professional Services

 

  • Special Needs Planning
  • Business & Estate Planning
  • Wealth Accumulation Strategies
  • Wealth Distribution/Advanced Tax Strategies
  • Executive Compensation Plan
  • Retirement Adequacy Strategies
  • Long Term Care Insurance Planning
  • Life Insurance Strategies
  • Disability Income Protection