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JAMES UNGER

CFP® Financial Services Representative
16 Campus Boulevard Newtown Square, PA 19073

Jim Unger is founder and director of the CREATIVE Wealth Advisory Department. He is a visionary focusing on trends in the global economic landscape. His down-to-earth approach leads to practical, forward-looking views about the influences those trends may exert on global investment markets in the future. Ultimately, those views are developed into investment strategies that seek: (1) to reduce market risk, (2) to benefit from anticipated opportunities in the market, and (3) to deliver portfolio income to those investors approaching, or already living in retirement.

Jim is a knowledgeable and entertaining speaker. He treats his audiences to a wealth of insight into what makes portfolios work, and how individuals and families might approach their own investments. His presentations are definitely not a rehash of the “same old story”.

  • Certified Financial Planner practitioner since 1992
  • BA University of Virginia, 1982
  • 20 years of industry experience