Dan Kresh, CFP<sup>&reg;</sup> - Financial Advisor

Dan Kresh, CFP®

Financial Advisor

Creative Wealth Management, LLC

1377 Motor Pkwy, Ste 205
Islandia, NY 11749-5258
FINANCIAL ADVISOR'S WEBSITE
(631) 232-9170

General

Dan Kresh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Creative Wealth Management, LLC in Islandia, NY and the surrounding communities.

Financial Advisor Overview

Creative Wealth Management, LLC A better environment for your retirement

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Financial Advisor Experience

Dan Kresh is a CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive financial planning to individuals, families, and small business owners for over a decade. He and his father, Michael D. Kresh, CFP® cohosted over 100 episodes of their live radio show "A Better Environment for Your Retirement" since the summer of 2020. Dan holds strongly to the belief that money is never the goal itself - it is a tool that can help build the life you want. He knows how essential it is to understand and appreciate each individual’s unique relationship with money to help them improve their financial habits. The best part of his job is helping clients use the tool of money to build meaning in their lives. The Kresh's multigenerational approach to planning, and combined 50 years of experience, provide unique insights to the clients and families they serve. Dan is passionate about helping people find their purpose and helping them turn good incomes into great outcomes. In his free time, Dan enjoys spending time with his family, his amazing wife Sandra, and their twin sons Elliot and Jonah. Dan is also the President of the Rotary Club of Hauppauge and a member of the Golf Committee for the Rose Brucia Foundation. Dan is an avid tennis player, and he is a USPTA-certified tennis instructor who occasionally gives lessons at his local club.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ
  • Variable annuities: NY

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources