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Sean G

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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Raymond M

Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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Liam M

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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Frederick H

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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Derek D

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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