Daniel's Story

Daniel Gwizdak
CFP®

Daniel Gwizdak joined Creative Financial Planning as a high school intern–and hasn’t looked back.

Daniel’s early experiences with Lisa and her clients motivated him to pursue a degree in financial services. After graduating SUNY Binghamton in the spring of 2007, Daniel worked side-by-side with Ms. Hayes, and under her guidance and stewardship earned his CFP® certification in 2011 through Pace University.

Daniel takes extreme care in crafting financial plans, reviewing asset allocations and suitability, and creating an exceptional customer service experience. Ms. Hayes has left an immeasurable mark on Daniel as to what it means to help people. His vision is to carry forward, for generations to come, the values of service above self and helping the community in need.

Daniel is an avid bowler and doesn’t turn down a chance to hit the lanes. He also enjoys swimming, skiing, traveling and spending time with his growing family.

Our Partner: Commonwealth Financial Network

Your relationship with Creative Financial Planning includes access to the expertise and technology of Commonwealth Financial Network®, a leading independent broker/dealer-RIA. Since 1979, Commonwealth has been setting the standard for excellence among broker/dealers, partnering with a highly selective network of financial advisors across the country.

 

Our partnership with Commonwealth allows us to provide you with:

  • A wide array of investment choices

  • In-depth research to choose the best investment options for your financial goals

  • Cutting-edge financial technology to ensure expedience, accessibility, and security

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Contact Us

Creative Financial Planning, Inc. 
(845) 634-6050 
101 South Broadway 
South Nyack, NY 10960 
(Rockland County, New York)

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This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA /SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning or CES Insurance Agency.

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