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Stan Minka, Clu, Chfc, Msfs profile image

Stan Minka, Clu, Chfc, Msfs

Financial Planner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Creative Financial Group</span>
Intro Book
Experienced financial planner with expertise in retirement and estate planning.
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Location
Avondale, Pennsylvania, United States...
Skills
  • Financial Services
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management
  • Show all
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Bio

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Stan Minka is a seasoned financial professional with extensive experience in financial planning, estate planning, and retirement planning. He holds various certifications, including Series 63, Series 65, and Series 7, and has worked with Creative Financial Group and Independence Wealth Strategies. Stan has a Master of Science degree from The American College and a Bachelor of Science degree from High Point University.

Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 65
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Creative Financial Group
    • Newark, Delaware
    • Financial Planner
      • Jul 2016 - Present
      • Newark, Delaware

      Due to recent merger, Independence Wealth Strategies is now Creative Financial GroupProfessional Services:• Financial Planning• Retirement &amp; Estate Planning• Wealth Accumulation Strategies• Legacy &amp; Charitable Planning• College Education Funding• Disability &amp; Life Insurance• Long-Term...

  • Independence Wealth Strategies, an Office of Me...
    • Newark, Delaware
    • Financial Planner
      • Jul 1977 - Jul 2016
      • Newark, Delaware

      My vision with each family and business we serve is to focus on their financial needs and objectives in reaching their retirement and estate planning goals.

Education

  • 1990 - 2004
    The American College
  • 1973 - 1977
    High Point University
  • Alexis I Dupont High School
  • ai dupont

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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