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Jared H
CFP®, Series 63
Sherrill, NY
Creative Financial Designs, Inc.
Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.
Alan C
Series 63
Sherrill, NY
Creative Financial Designs, Inc.
Alan Chandler is a financial advisor at Creative Financial Designs, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. for 30 years and Sound Mind Financial, LLC since 2019. Outside of his advisory work, he occasionally preaches at local churches. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, offering investment management and financial planning services. The firm’s investment approach utilizes asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.
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