Daniel Kresh, FPQP™️

  • Daniel Kresh, FPQP™️

    Investment Advisor Representative

    Daniel Kresh is a Registered Representative of Royal Alliance, holding the Series 7 and Series 66 licenses in addition to the Financial Paraplanner Qualified Professional™️ designation from the College for Financial Planning. Dan is also an Investment Advisor Representative of Creative Wealth Management and a Member of the Investment Committee. Dan works alongside Michael and the Creative Wealth Management team to help expand our services and improve the client experience.

    Dan is a serious tennis player, and is a United States Professional Tennis Association (USPTA) certified tennis instructor. He has worked as a Ballperson at the US Open and has contributed articles to Long Island Tennis Magazine.

    Dan has attained a Bachelor of Arts from Binghamton University.

    To learn more about the professional history of this financial advisor(s), please visit FINRA's BrokerCheck.


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1377 Motor Parkway
Suite 212
Islandia, NY 11749
Phone: 631-232-9170
Fax: 631-232-9175

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