Dan First
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Dan First Email & Phone Number

Dan First, CFP® Financial Services Representative, Financial Advisor at Creative Financial Group at Creative Financial Group
Location: Downingtown, Pennsylvania, United States 3 work roles 2 schools
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Current company
Creative Financial Group
Role
Dan First, CFP® Financial Services Representative, Financial Advisor at Creative Financial Group
Location
Downingtown, Pennsylvania, United States
Company size
197 employees

Who is Dan First? Overview

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Quick answer

Dan First is listed as Dan First, CFP® Financial Services Representative, Financial Advisor at Creative Financial Group at Creative Financial Group, a with 197 employees, based in Downingtown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Dan First.

Dan First previously worked as Creative Financial Group at Creative Financial Group and Financial Planner, Investment Advisor at Prudential Financial. Dan First holds Bs from University Of Nevada-Las Vegas.

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Creative Financial Group

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Profile bio

About Dan First

I am a Certified Financial Planner and Financial Services Representative and Financial Advisor at Creative Financial Group.Professional services include but are not limited to * Business Continuation & Estate Conservation Strategies* Personal Financial Strategies* Retirement Planning Strategies* Life Insurance* Disability Income Insurance* Executive Compensation Plans* Wealth Distribution/Tax Efficient Strategies* Wealth Accumulation Strategies* College Education Funding Strategies* Charitable Giving Strategies* Long Term Care Insurance* Employee Benefits* Risk ManagementDan First is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 16 Campus Blvd., Newtown Square, PA 19073. 610-325-6168I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Current workplace

Dan First's current company

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Creative Financial Group
Creative Financial Group
Dan First, CFP® Financial Services Representative, Financial Advisor at Creative Financial Group
newtown square, pennsylvania, united states
Website
creativefinancialgroup.com
Employees
197
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3 roles

Dan First work experience

A career timeline built from the work history available for this profile.

Creative Financial Group

Current
Creative Financial Group

Newtown Square Pa

About CreativeCreative is dedicated to helping entrepreneurs and business owners accomplish their lifetime and legacy goals. Founded in 1976, Creative delivers comprehensive financial solutionsto a select group of executives, business owners and other successful individuals and companies who have unique planning and wealth management needs. Creative offers the confidence that comes with the strength and stability of one of the industry’s leading firms.

Dec 2001 - Present

Managing Director

First And First Inc West Chester Pa
Oct 1986 - May 1998
Team & coworkers

Colleagues at Creative Financial Group

Other employees you can reach at creativefinancialgroup.com. View company contacts for 197 employees →

TM Trevor Mcnulty Trevor Mcnulty Colleague at Creative Financial GroupGreater Philadelphia, United States View → NJ Nancy J Littleton Lutcf Chfc Clu Ricp Nancy J Littleton Lutcf Chfc Clu Ricp Colleague at Creative Financial GroupNewark, Delaware, United States View → JB Jerry Benedict, Cfp®, Chfc®,Clu®,Mba Jerry Benedict, Cfp®, Chfc®,Clu®,Mba Colleague at Creative Financial GroupNewtown Square, Pennsylvania, United States View → TF Tyler Frazee Tyler Frazee Colleague at Creative Financial GroupNewtown Square, Pennsylvania, United States View → LK Lex Knapp Lex Knapp Colleague at Creative Financial GroupLanoka Harbor, New Jersey, United States View → SI Stephen Izzi, Chfc® Stephen Izzi, Chfc® Colleague at Creative Financial GroupGreater Philadelphia, United States View → IH Isabela Hain Isabela Hain Colleague at Creative Financial GroupBryn Mawr, Pennsylvania, United States View → KK Kenneth Korwin Kenneth Korwin Colleague at Creative Financial GroupNew York City Metropolitan Area, United States View → CD Connor Davis, Chfc® Connor Davis, Chfc® Colleague at Creative Financial GroupCherry Hill, New Jersey, United States View → TI Timothy Irvine Timothy Irvine Colleague at Creative Financial GroupWest Chester, Pennsylvania, United States View →
2 education records

Dan First education

Education record

Sullivan
FAQ

Frequently asked questions about Dan First

Quick answers generated from the profile data available on this page.

What company does Dan First work for?

Dan First works for Creative Financial Group.

What is Dan First's role at Creative Financial Group?

Dan First is listed as Dan First, CFP® Financial Services Representative, Financial Advisor at Creative Financial Group at Creative Financial Group.

Where is Dan First based?

Dan First is based in Downingtown, Pennsylvania, United States while working with Creative Financial Group.

What companies has Dan First worked for?

Dan First has worked for Creative Financial Group, Prudential Financial, and First And First Inc West Chester Pa.

Who are Dan First's colleagues at Creative Financial Group?

Dan First's colleagues at Creative Financial Group include Trevor Mcnulty, Nancy J Littleton Lutcf Chfc Clu Ricp, Jerry Benedict, Cfp®, Chfc®,Clu®,Mba, Tyler Frazee, and Lex Knapp.

How can I contact Dan First?

You can use AeroLeads to view verified contact signals for Dan First at Creative Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Dan First attend?

Dan First holds Bs from University Of Nevada-Las Vegas.

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