Steven M. Kaplan, ChFC®

Steven M. Kaplan, ChFC®

Investment Specialist

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6268
Fax: (610)325-7010
E-mail:

Qualifications

  • Registered Representative, New England Securities
  • Series 7, 66, and 63 license holder
  • Achieved ChFC designation (Chartered Financial Consultant) from the American College
  • Two time New England Financial Leaders Conference qualifier
  • B.S. in Pre-Medicine, Pennsylvania State University
  • Minor in Psychology, Pennsylvania State University
  • Graduate of Radnor High School
Personal
Resides in Conshohocken, Pennsylvania
Involved in the Variety Club; Helping Children with Disabilities
 
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 assisting them in the following areas:
  • Business Continuation and Estate Conservation Strategies*
  • Personal Financial Strategies
  • Retirement Planning Strategies
  • Life Insurance
  • Disability Income Insurance
  • Executive Compensation Strategies
  • Wealth Distribution / Tax Efficient Strategies
  • Wealth Accumulation Strategies
  • College Education Funding Strategies
  • Charitable Giving Strategies*
  • Long Term Care Insurance