The Creative Financial Planning (CFP) Team
I take my responsibility for the stewardship of your investments with great seriousness. I am proud of the team that I have assembled to help serve you. Because of their competence, I can focus much of my attention on financial planning and investment strategies
The team at Creative Financial Planning, Inc. is dedicated to providing clients with prompt and professional service.
S. Lisa Hayes, CFP®, ChFC, AIF®
S. Lisa Hayes is president and founder of Creative Financial Planning, Inc., established in 1985. With a focus on investment management, wealth accumulation and financial planning, Ms. Hayes helps her clients build a sound financial future.
Ms. Hayes is a trusted financial advisor, a highly regarded speaker and a recognized authority in her field. As a Investment Adviser Representative of Commonwealth Financial Network, she has over $120 million in total client assets as of July 8, 2013. Commonwealth Financial Network is the nation’s largest, privately held independent broker/dealer. Commonwealth Financial Network was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. Having been named Broker/Dealer of the Year an unprecedented 10 times by Investment Advisor Magazine, Commonwealth has the freedom to allocate resources where they’re needed and to act in the best interest of Ms. Hayes and her clients – not shareholders.
Ms. Hayes has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986, obtaining her certification from Adelphi University and subsequently earning the titles of Chartered Financial Consultant and Accredited Investment Fiduciary. She holds a bachelor’s degree from The University of Florida and attended Emory Law School.
Ms. Hayes also takes an active role in her community. She is Co-Treasurer for the board of The Center for Safety and Change, an active Rotarian in the New City Rotary Club and an alumnus of Leadership Rockland.
In her spare time Ms. Hayes enjoys bird watching, reading, puzzles, cross-country skiing and traveling.
Daniel Gwizdak, CFP®
Daniel Gwizdak’s path towards a career in finance began while he was a junior in high school. Mr. Gwizdak successfully completed the Academy of Finance program and an internship with Creative Financial Planning during the summer of 2002. Mr. Gwizdak graduated from SUNY Binghamton in 2007 with a degree in finance. In the Fall of ‘08, Dan enrolled at Pace University to obtain the CERTIFIED FINANCIAL PLANNER™ certification. After completing the rigorous exam, Mr. Gwizdak became a CFP® certificant in 2011.
At Creative Financial Planning, Inc., Mr. Gwizdak helps Ms. Hayes implement her clients’ financial plan, reviews portfolios for asset allocation and suitability, secures insurance products, and helps to answer general planning questions.
Dan is often spotted on the bowling lanes and is an avid bowler. He also enjoys swimming, skiing, traveling and spending time with family and friends.
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