Today we’d like to introduce you to Ravi Kahan.
Creative Financial Partners was formed in 2009 by Ravi, the Owner and Managing Partner. Ravi graduated from Boston University with a Bachelor’s in Business Administration majoring in finance in 2001. Prior to graduation, Ravi worked three years of residential real estate in Boston, MA. Upon graduating, Ravi started his financial services career as a financial advisor with American Express Financial Advisors in Charlestown, MA. He quickly took on a leadership role and eventually began training other advisors. He was ultimately promoted to become the youngest Field Vice President in 2005, and ran an Atlanta division and helped the company through their transition to Ameripise Financial. Ravi left Ameriprise in October of 2006 and went on to start a scratch operation for a midwest broker dealer in the Georgia region. Creative Financial Partners was born out of 8 years of experience and knowledge of the financial advisory business. Creative Financial Partners was created with the main goal of assisting these clients in every aspect of their financial lives. Creative Financial Partners strives to help clients create financial stability and security to provide financial independence.
We’re always bombarded by how great it is to pursue your passion, etc. – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
Hiring the right people and building the systems for them to operate effectively every day.
So let’s switch gears a bit and go into the Creative Financial Partners story. Tell us more about the business.
Creative Financial Partners was created with a primary goal of helping individuals and businesses connect the pieces of their financial puzzle to achieve financial success. The firm has divisions specializing in financial planning, insurance, investments, tax and accounting, home and auto insurance, mortgages, group retirement and health benefits, divorce planning and estate planning, which allows us to offer a unique value proposition to families and businesses alike to achieve simplified, organized, quality advice under one umbrella. Our company is based on the principle that education around your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. The breadth of services we can provide both advice and implementation regarding is definitely what makes us unique and our competitive advantage. I am most proud of the volume of referrals we get from existing clients and the number of family members that clients feel comfortable to refer to us. We have some families we have 3-4 different households in different generations that work with us, that is special.
Has luck played a meaningful role in your life and business?
Limited, I believe with hard work you create your own luck. I do think that people are great resources and it is important to leverage them for lessons and feedback along the way. Why learn something from your mistakes if you can learn from someone else’s mistakes.
Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC
Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor
Creative Financial Partners is independent of QCC and QAM
Contact Info:
- Website: www.creativefinancial.com
- Phone: 770-651-8284
- Email: rkahan@creativefinancial.com
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