Creative Planning employs 1.95K employees. The Creative Planning management team includes
A.J. Kratz, Cfa, Cfp®
Helping Executives & Business Owners (Ages 35-65) Manage Wealth With Confidence | You Focus On Family, Business & Enjoying Life—I Focus On Your Financial Well-Being.
2
0
General
(448)
Aaron Nichols, Mba, Cfp®
Private Wealth Manager At Creative Planning Inc.
0
0
Finance
(156)
Autum Moore (Johns)
Private Wealth Manager | Practice Development, Law Enforcement/ Aviation| Specialist In Financial Strategies| Retirement | Insurance| Estate Considerations
0
0
Operations
(77)
Antonia Decarlo
Operations Manager At Creative Planning
0
0
Sales
(40)
Angela Hankins, Aif®
Partner/Sr. Key Account Specialist-Retirement Plans
2
0
IT
(18)
Alan Mcfann
Senior Investment Manager | Investment Technology Manager At Creative Planning Inc.
4
0
Marketing
(8)
Bethany Creed
Brand Ambassador @ Creative Planning | Planner | Listener | Connector | Helper
4
2
Legal
(6)
Marijo Aboosamara
Senior Compliance Manager At Creative Planning
2
0
HR
(1)
Rita Mrad Zegeer, Shrm-Cp®
Talent Acquisition Consultant At Creative Planning
2
0
Healthcare
(1)
Brenan Cavanaugh
Health Insurance Specialist At Creative Planning, Inc.
1
0
Top Creative Planning Employees
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Sarah Wasaff
Private Wealth Manager & Partner At Creative Planning
Austin, Texas, United States, United States2gmail.com, mlrpc.com -
Mercedes Givens, CFP®
Partner / Private Wealth Manager At Creative Planning, Llc
Overland Park, Kansas, United States, United States1creativeplanning.com -
Jason Woon, AIF®, APR
Partner / Key Account Manager At Creative Planning, Llc
Alameda, California, United States, United States4retirementdesk.com, ironfinancial.com, wespac.net, wespac.net -
Steve Merrell, CFP®, AIF
Partner/Managing Director At Creative Planning, Monterey
Monterey, California, United States, United States3willowridgecapital.com, willowridgecapital.com, montereypw.com2 +183137XXXXX
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