David  Mendels,  CFP<sup>&reg;</sup> - Financial Advisor

David Mendels, CFP®

MBA

Director of Planning

Creative Financial Concepts, LLC

Grand Central Station, PO Box 4206
New York, NY 10163
(646) 452-3415

General

David Mendels is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Creative Financial Concepts, LLC in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Fixed annuities: NY

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Mutual Funds, Retirement

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Helpful Financial Planning Resources