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PETER LUZAK

ChFC® CLU® Financial Services Representative Financial Advisor
16 Campus Boulevard Newtown Square, PA 19073

Peter Luzak joined CREATIVE Financial Group in 2005 after 6 years of playing professional soccer in Richmond, VA. While playing, Peter was able to found his own Investment Real Estate Company, which he actively managed for 4 years before stepping down to begin his career with CREATIVE. His experience with small business planning has made for a smooth transition into the financial services industry. Having been on the client side, Peter has valuable insight into the needs and concerns of today’s entrepreneur.

Peter focuses on assisting executives, professionals, and entrepreneurs with their personal financial planning. As a member of a planning team he also helps coordinate and implement planning strategies for family and closely-held businesses.

Peter is a University of Richmond graduate. He resides in Malvern, Pennsylvania with his wife Dana and their three children. He is an active member of his community coaching multiple teams, and participates with various charitable organizations.