John J. Presta, Jr

  • CRPC®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Financial Education, Risk Management Strategies

Languages: English


  1. Preparing for the next step in life isn't always easy
  2. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
  3. Wheter your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level or attention, insight and capability.
  4. Knowlege is the key to a successful financial future.
  5. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make you financial future as sucessful as you need it to be.
  6. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
  7. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in :  advbisory services, retirment planning, estate strategies, employee benefit and retention service, business continuation strategies, and trust services.
  8. I provide an analysis of your current financial situation and help you: intentify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, indetify gaps, if present, and offer solutions to help fill them.
  9.  I help people protect the ones they love through a variety of financial products and solutions to meet their needs.
  10. I offer a broad portfolio of individual insurance protection, asset accumulation stratedgies, and financial products and service for hign net worth families.
  11. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in :   

              . Advisory services retirement ananlysis and programs

              .  Estate strategies

              .  Employee benefit and retrention services

              .   Business continuation strategies

   12.  I am committed to building long-term relationships with my clinets and helping them reach their goals is my number one priority.  Drawing on my knowlege, experience, and word class tools, I help build financial freedom for my clients.





West Chester University 1990-1995 BS. Economics


Golf, Volleyball, spending time with kids

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Creative Financial Group

Main Office

16 Campus Boulevard Suite 200
Newtown Square, PA 19073-3229

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