• Firm: Crystal Brook Advisors
  • Job Title: CEO
  • Certifications: CFP®, ChFC®, CLU®

Experience

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).

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.

Education

Peter received his BS in Business Administration from Alfred University, his BS in Health Care Administration from Alfred University, and his MPS in Health Care Administration from Long Island University.

Quote from Peter J. Creedon

“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.”