Wayne Bartolacci

Wayne Bartolacci

Senior Partner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6253
Fax: (610)325-6220
Mobile Phone: (610) 653-0766
E-mail:

  • Presidents Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing and retaining clients by helping them meet their financial security needs.
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

Areas of Specialization:

  • Wealth Accumulation Strategies
  • Business & Estate Planning
  • Family Legacy Strategies
  • Retirement Adequacy Studies
  • Wealth Distribution/ Advanced Tax Strategies
  • Executive Compensation Plans
  • Charitable Gifting Strategies
  • Long Term Care Insurance Planning
  • Life Insurance Planning
  • Disability Income Protection

A 1976 graduate of Ohio State University with a double major in agronomy and business, Mr. Wayne Bartolacci worked for the Toro Corporation before changing careers in 1991.

Within two years of joining The Creative Financial Group, Mr. Bartolacci was named Senior Associate of the Year, was honored as one of New England’s Leaders All Stars and received the Full Sail Award. Mr. Bartolacci works jointly with experts in the tax and business planning fields to design customized financial packages to supplement client’ business or retirement plans. His clients include successful entrepreneurs in the food, construction, and auto industries.

Mr. Bartolacci lives with his wife and three children in Langhorne, PA. A former professional golfer, he continues to play in charity golf tournaments and amateur events both locally and on a state level.

Achievements:

  • Montgomery County Life Underwriters
  • Pennsylvania Foods Trades Association
  • Senior Associate of the Year – 1993
  • Full Sail Award – 1993
  • Chairman’s Council Qualifier – 1992, 2005
  • Master’s Qualifier – 2002, 2003, 2005
  • Leader’s Qualifier – 1992-2005
  • Million Dollar Round Table