David A. Broll, CFP®, MBA

David A. Broll, CFP®, MBA

Senior Partner

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6264
Fax: (610)325-6230
E-mail: DBroll@CFG.Nef.com

  • 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.
  • 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 Insurance Protection

Achievements

  • New England Financial’s “Financial Planner of the Year” – 2004, 2005
  • Master’s Qualifier – 2002 – 2006
  • Chairman’s Council Qualifier – 2003 - 2006
  • Million Dollar Round Table, AALU

David Broll joined Creative Financial Group in 2001 after 20 years of sales, marketing, and strategic planning across a number of businesses.

David was Executive Vice President of his family’s Pepsi-Cola bottling business until its sale in 1989 back to the Pepsi-Cola Company. He later joined Andersen Consulting and helped build their Strategic Services practice in Philadelphia. In addition, he helped build several entrepreneurial businesses including a sales and marketing company with distribution rights throughout the Mid-Atlantic region for Snapple Beverages.

David specializes in helping family and closely-held companies develop effective and efficient business plans. In addition, he assists entrepreneurs, professionals, and executives with personal financial planning. David graduated from Dartmouth College in 1980 with a focus in Economics. He later earned an MBA from the Wharton School of the University of Pennsylvania. He is a frequent speaker on the topics of estate, business succession and legacy planning. David resides in Wayne, Pennsylvania, with his wife, Kathy, and two children. He is an avid golfer and is also active in several charitable organizations, including the Variety Club.