Financial Planning for Business Owners & Entrepreneurs
Business owners and entrepreneurs can have unique financial planning challenges. For many, a significant part of their net worth is tied up in the business which is also their sole source of income. Peter J. Creedon CFP®, ChFC, CLU discusses how to manage the personal financial risks and opportunities faced by business owners.
Peter J. Creedon is the Founder and CEO of Crystal Brook Advisors. He is a licensed Certified Financial Planner™ (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He holds two Bachelors of Science and a Master's Degree. With over 18 years of experience in the financial planning industry, he founded Crystal Brook Advisors to help young professionals and business owners reach their planning goals. He has been published on various media channels some examples include: Credit.com; Investor Business Daily, Go Banking Rates, Investopedia, and more.