Creative Financial Planning, Inc.

Thank you for your interest in Creative Financial Planning.

In June 2024 Creative Financial Planning merged with Perigon Wealth Management, an independent wealth management firm with offices across the country. The CFP team now operates the Nyack, NY office under the Perigon Wealth Management name.

We believe our merger with Perigon to be very positive. Not only are we expanding the breadth of our team and our service offering, but we’ll have an infrastructure of dedicated management that will allow us to further focus on what we enjoy most – providing you high-touch, personalized service.

~ Lisa Hayes

Our Approach:

As a whole service financial planning firm, we create tailored plans to fit you and your family. We actively listen to your dreams, assess your risk tolerances and take time to get to know you.

Our Experience:

We have nearly 60 years of combined experience in financial planning and wealth management. Our credentials include CFP®, ChFC® and AIF®.

For Our Clients:

We will continue to provide excellent service from Baxter Hall and be here for you to help you successfully navigate life’s ever-changing journey.

If you have a Dream, We have a Plan

Lisa Hayes

Lisa Hayes, CFP®, ChFC®, AIF®

Wealth Advisor
lisa.hayes@perigonwealth.com

Dan Gwizdak

Dan Gwizdak, CFP®

Wealth Advisor
dan.gwizdak@perigonwealth.com

Samantha Janni

Samantha Janni

Private Client Associate
samantha.janni@perigonwealth.com