LPL Financial
40yrs
Top 4% by experience nationwide
17yrs
Derek Dobin
Financial advisor at Creative Capital Wealth Management Group
Based in Chester Springs, Pennsylvania, Derek Dobin is a fiduciary financial advisor with 17 years of industry experience. Derek joined Creative Capital Wealth Management Group in 2026, after two years at Pruco Securities. Creative Capital Wealth Management Group offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Chester Springs, and one of 10 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 54% of advisors in Chester Springs
Office1208 Kimberton Road, Chester Springs, PA 19425
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$175,000
Advisors at the firm4
States licensed ?1 state
Services through Creative Capital Wealth Management Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowCreative Capital Wealth Management GroupCurrent firm
- 2022 – 2025Creative Capital Wealth Management GroupPreviously
- 2020 – 2022Pruco Securities, LLC.Previously
- 2012 – 2020Pruco Securities, LLC.Previously
Contact Derek
(610) 560-2003Creative Capital Wealth Management Group main office 1208 Kimberton RoadChester Springs, PA 19425Office · Get directions Facebook pageCreative Capital Wealth Management Group
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Creative Capital Wealth Management Group at (610) 560-2003 and ask for Derek Dobin. Derek works from the Chester Springs, PA office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2010, about 17 years. More experience than 54% of advisors in Chester Springs.
What licenses does Derek hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Creative Capital Wealth Management Group reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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