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Marco G
Series 65
Wilmington, DE
Creativeone Wealth, LLC
Marco Ginefra is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2018. Prior to that, he was with Gradient Advisors, LLC from 2015 to 2018. In addition to his advisory role, he is an insurance agent associated with My Life Broker. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and other RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
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