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Michael A. Morelli , CPFA®

Sales Manager, Financial Advisor
1305 Campus Parkway
mmorelli@financialguide.com
Tel 732.751.3083
View My LinkedIn Profile
Direct 908.278.7216 (Calls Only)

Michael A. Morelli is a Sales Manager and Certified Plan Fiduciary Advisor (CPFA) at CREATIVE. Since joining the firm, he has been a valuable contributor and was named Employee of the Year for 2021, Manager of the Year for 2023, and Manager of the Year for 2024. Additionally, Michael was also recognized by CREATIVE for Outstanding Performance in 2019.

Over the last years, Michael has continued to grow his knowledge of financial services to better serve his clients. He has also taken on additional responsibilities in a managerial position with the firm. Michael is Series 6 and 63 certified, and also holds licenses for Life and Health Insurance.

Professional Services

  • Business Continuation and Estate Conservation Strategies
  • Personal Financial Strategies
  • Retirement Planning Strategies
  • Life Insurance
  • Disability Income Insurance
  • Executive Compensation Plans
  • Wealth Distribution /Tax Efficient Strategies
  • Wealth Accumulation Strategies
  • College Education Funding Strategies
  • Charitable Giving Strategies
  • Long Term Care Insurance
  • Employee Benefits
  • Risk Management
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