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David N
ChFC®, Series 63, Series 65
Sequim, WA
Creative Retirement Planning, Inc.
David Nute is a financial advisor with Creative Retirement Planning, Inc. in Sequim, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been with Creative Retirement Planning or its predecessor since 2002. Creative Retirement Planning, Inc. serves individuals—many retired or planning for retirement—small business owners, and higher-net-worth clients, offering retirement income and estate planning, portfolio management, insurance products, and mortgage brokerage services with a focus on reverse mortgages. The firm combines fee-based investment advice with insurance commissions and mortgage origination, using diversified portfolios and integrated income planning solutions.
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