Robert Marasheski

Robert Marasheski, Senior Financial Planner and Special Care Planner at Creative Financial Group, brings over two decades of dedicated experience in comprehensive financial planning. Since joining the firm in 2000, Robert has developed a reputation for his client-centric approach, working closely with executives, business owners, individuals, and families to craft tailored strategies that align with their unique financial goals. His expertise spans a broad spectrum of financial services, including retirement planning, estate planning, wealth accumulation, and advanced tax strategies, ensuring clients are well-prepared for both their present needs and future aspirations.

In his current role, Robert specializes in Special Needs Planning, helping families navigate complex estate and care considerations for loved ones with special needs. He leverages his extensive knowledge of long-term care insurance, disability income protection, and life insurance strategies to develop comprehensive solutions that safeguard clients’ assets and provide peace of mind. His proficiency in business and estate planning allows him to assist business owners with succession planning and executive compensation plans, optimizing wealth transfer and minimizing tax liabilities.

Robert’s professional designations—CFP, ChFC, and CASL—along with his Series 6, 63, and 7 registrations, underscore his commitment to ongoing education and excellence in financial services. His strategic planning skills and expertise in securities and wealth management enable him to deliver holistic financial solutions that promote retirement adequacy and long-term financial security. Whether guiding clients through complex estate strategies or implementing advanced tax-efficient wealth distribution plans, Robert’s goal is to empower clients with the knowledge and strategies needed to achieve financial confidence and stability.