Peter J. Creedon

CFP®, ChFC®, CLU®
Personal Finance, Investing, Insurance
94%
Helpful
70
Answers
11
Articles
229
Followers
“With over 18 years of experience in the financial industry, Peter J. Creedon incorporates today’s advanced technology tools with industry experience to give his clients the best opportunity of reaching their financial goals.”
Firm:

Crystal Brook Advisors

Job Title:

CEO

Biography:

Peter is the founder of Crystal Brook Advisors. With over 18 years of professional experience in the financial planning and investing industry, Peter has successfully educated young professionals, entrepreneurs and advanced investors reach their financial planning and investing goals. As an educator, Peter encourages clients to ask questions. He will provide an understandable answer for each client's specific financial planning and investing needs.

Crystal Brook Advisors are committed to designing, developing, and implementing a broad range of investment advisory solutions which include comprehensive financial plans and investing programs with an established practice of high ethical and fiduciary standard, transparency, and expertise. Whether you’re a short or long-term horizon investor, we can help you or your business with the products and services that meet your specific financial planning and investing need.

Peter’s team provides expert advice by combining research with effective technology tools, bridging tradition and contemporary financial planning and investment management solutions.

Peter is a licensed Certified Financial Planner™ (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

Peter holds two Bachelors of Science and a Master’s Degree. Prior to Crystal Brook Advisors, Peter was a Branch Manager and Financial Advisor at American Express Advisors.

Peter teaches Financial Planning and Business planning at the American College.

Peter has been published in various media channels: CNBC, Fortune Magazine, Investopedia, to name a few.

Education:

BS, Business Administration, Alfred University
BS, Health Care Administration, Alfred University
MPS, Health Care Administration, Long Island University

Fee Structure:

Fee-Based
Asset-Based
Commission

CRD Number:

2951761

Insurance License:

#LA-865096

Disclaimer:

Crystal Brook Advisors is a Registered Investment Advisor in the State of New York. Security Investments are not FDIC insured. Security Investments are not Bank guaranteed. Investing in securities involves risks, a potential of losing money when investing in securities. Before investing, review your investment objectives and Crystal Brook Advisors charges and expenses. Investments past performance does not guarantee future results. Visitors using CrystalBrookAdvisors.com website agree to accept our Terms + Conditions and Privacy Policy.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

All Articles
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November 2016
    Small Business, Taxes
September 2017
June 2018
August 2017
May 2017

All Answers
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    Personal Finance
What is the difference between disposable income and discretionary income?
100% of people found this answer helpful

The terms disposable and discretionary income are sometimes used interchangeably, but there is a big difference in terminology to people that work in the financial, banking, or economic worlds.

Very simply, disposable income is money you have after taking out/paying your taxes. Discretionary income is money that is left over after paying your taxes and other living expenses (rent, mortgage, food, heat, electric, clothing etc). Discretionary income is based and derived on your disposable income.

December 2016
    401(k), Retirement Plans
Do my 401(k) contributions lower my income?
88% of people found this answer helpful
March 2018
    Stocks
I'm new to this. Can I sell or buy stock by myself?
84% of people found this answer helpful
September 2016
    Insurance, End of Life
Should I boost a death benefit to convert the cash value of a life insurance policy?
84% of people found this answer helpful
September 2016
    ETFs
How do I determine the expense ratio of an ETF?
84% of people found this answer helpful
September 2016