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Justin S

Series 65

Charlotte, NC

CreativeVest Inc

Justin Saffel is a financial advisor with CreativeVest Inc in Charlotte, NC, holding a Series 65 license and three years of industry experience. Prior to founding CreativeVest, he worked for Energy Systems Group as a Development Engineer and held a position at Trane. He also operates an online financial education business offering courses on personal finance. CreativeVest provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates, as well as consultative planning on an hourly basis. The firm’s investment approach is customized to client objectives and includes fundamental and technical analysis across various instruments such as mutual funds, ETFs, options, and digital assets.

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