Creative Financial Network is an independent financial, risk and wealth management group. We have the freedom and flexibility to focus completely on the client's goals. Utilizing a holistic approach, as well as building a strong lasting reputation rooted in our ability to develop relationships across a wide rang of clients   

Insurance

Risk & Compliance

Creative Financial Network

Creative Financial Network's headquarters in Fort Lauderdale, FL, United States

Gil Daniel Cohen

Alex Friedberg FSCP

Dustin Bezalel

The Financial Services team at Creative Financial Network is dedicated to providing comprehensive financial planning and wealth management solutions. Leveraging their expertise, the team collaborates with clients to develop personalized strategies that address financial goals and mitigate risks. This includes everything from investment management and retirement planning to insurance and estate planning, ensuring a holistic approach to financial well-being.

Financial Services

This department manages the sale and distribution of insurance products to clients through various channels.

Insurance Services

This department manages and supports independent and financial agents in their roles.

Agent Services

This department oversees and directs the operations and strategies of multiple agencies.

Agency Management

This department focuses on evaluating financial data to provide insights and strategies for decision-making.

Financial Analysis

The Leadership Team at Creative Financial Network is responsible for setting strategic direction, fostering client relationships, and ensuring operational excellence across the company's financial, risk, and wealth management services. Comprised of top executives, they drive business growth, oversee major initiatives, and uphold the company's reputation for comprehensive, client-focused solutions.

Creative Financial Network

Org chart

Teams

Financial Services

Insurance Services

Agent Services

Agency Management

Financial Analysis

Leadership Team

Offices

Creative Financial Network

Org chart

Teams

Financial Services

Insurance Services

Agent Services

Agency Management

Financial Analysis

Leadership Team

Offices

Related companies