Barbara Best, Aif
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Barbara Best, Aif Email & Phone Number

Director at Creative Planning
Location: Greater Chicago Area, United States, United States 7 work roles 3 schools
1 work email found @capstratig.com 16 phones found area 312, 708, 630, 773, 212, 303, 609, 847, and 650 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 16 phones

Work email b****@capstratig.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Director
Location
Greater Chicago Area, United States, United States
Company size
1946 employees

Who is Barbara Best, Aif? Overview

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Quick answer

Barbara Best, Aif is listed as Director at Creative Planning, a company with 1946 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at capstratig.com, phone signal with area code 312, 708, 630, 773, 212, 303, 609, 847, 650, and a matched LinkedIn profile for Barbara Best, Aif.

Barbara Best, Aif previously worked as Founder, Capital Strategies Women's Forum at Cap Strat and Founding Partner and Principal at Cap Strat. Barbara Best, Aif holds B.A., Economics from Boston College.

Company email context

Email format at Creative Planning

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*@capstratig.com
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AeroLeads found 1 current-domain work email signal for Barbara Best, Aif. Compare company email patterns before reaching out.

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Profile bio

About Barbara Best, Aif

After 22 years working with major financial services firms, it was time to shift gears and create a more client-centered firm and purpose-driven life. CAP STRAT helps clients optimize their financial resources as a strategic advisor and asset manager. We help-Individuals and families seeking to create and fulfill their life and legacy goals; and -Institutions and their leaders govern with excellence, managing risk and growth to fulfill their fiduciary duties, create financial resilience and fulfill their missions.Being a FOUNDER of CAP STRAT is the best career decision I have ever made, creating an inclusive culture, cultivating innovation and an insatiable improvement mindset has resulted in the growth of our dynamic firm where each one of us strives to improve our clients' lives daily.LEADER: I believe in the POWER OF COMMUNITY, sharing resources and connecting people in my network to help open doors and create opportunities for collaboration - which is a key dynamic of the CAP STRAT WOMEN'S FORUM, which I co-founded and co-lead virtual events and curated in-person gatherings. ADVOCATE: I am also passionate to support, empower, and advocate for others, especially marginalized communities. I help WOMEN own their voice and power over their financial resources - to BE THE BOSS OF THEIR MONEY. CHEERLEADER, ACCOUNTABILITY PARTNER: We are each responsible for making the most of our one precious life - and I am here to support others in their journey - and pursue the same. PODCASTER, SPEAKER: For groups, conferences, events on topics ranging from leadership, networking, resilience, purposeful living, self-advocacy, connecting to your why, financial empowerment and topics related to empowerment.Reach out to start a conversation...

Listed skills include Investment Advisory, Retirement Planning, Mutual Funds, 401K, and 34 others.

Current workplace

Barbara Best, Aif's current company

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Creative Planning
Creative Planning
Director
Chicago, IL, US
Website
creativeplanning.com
Employees
1946
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7 roles · 45 years

Barbara Best, Aif work experience

A career timeline built from the work history available for this profile.

Founder, Capital Strategies Women'S Forum

Cap Strat

Chicago, IL, US

Founding Partner And Principal

Current
Cap Strat

Oakbrook Terrace, Illinois, US

CAP STRAT (aka Capital Strategies Investment Group LLC) is as an independent, fiduciary investment advisory firm that offers strategic advisory, macro-economic consulting, asset management and private wealth advisory services to individuals, families, and institutions, ranging from public, private, and non-profit organizations and their endowments.

2003 - Present ~23 yrs 4 mos

Founder, Capital Strategies Women'S Forum

Current
Cap Strat

Oakbrook Terrace, Illinois, US

Forum's Mission: The Forum's mission is to support the personal, professional and financial success of women by offering community, events and resources that propel women to live empowered and fulfilling lives. Vision: Women supporting each other, all living empowered and fulfilled lives.Why a Women’s Forum?- 3 of the 6 Principals in our firm are women.

2015 - Present ~11 yrs 4 mos

Vice President, Relationship Management

Merrill Lynch Retirement Group

New York, NY, US

Senior Relationship Manager of the Firm's institutional clients within the Retirement Group. Service oversight included, pension plans, defined contribution plans, stock option plans, stock purchase plans, and health and welfare plans. Prior to this role, I managed the marketing team responsible for delivering sales and marketing support to the firm's.

1991 - 2003 ~12 yrs

Vice President, Strategy And Marketing

Merrill Lynch Retirement Group

New York, NY, US

Lead all marketing initiatives for the institutional advisory business, integrating and promoting the services through specialists and financial advisors to their clients and COIs, including small business succession strategies through ESOPs, corporate sales, and private placements to fund buyouts or growth initiatives.I also held various positions in the.

1985 - 1991 ~6 yrs

Manager, Strategic Planning

American Express

New York, NY, US

Shearson Lehman Brothers Division: Manager of Strategic Planning, conducting market share and product research to support the Firm's strategic product sales and marketing initiatives.American Express Corporate Financial Management Program: One of 12 graduates recruited to participate in a two year training program. Rotated as an analyst in the varying.

1981 - 1985 ~4 yrs
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

AM Asia Maston, Cfp® Asia Maston, Cfp® Colleague at Creative Planning Addison, Texas, United States, United States View → SM Shari Mount - Mba Shari Mount - Mba Colleague at Creative Planning Overland Park, Kansas, United States, United States View → EB Ezra Begemann Ezra Begemann Colleague at Creative Planning Kansas City, Missouri, United States, United States View → DW Devon W. Daniels Devon W. Daniels Colleague at Creative Planning Wilmington, Delaware, United States, United States View → NW Noah Williams Noah Williams Colleague at Creative Planning Minneapolis, Minnesota, United States, United States View → MD Michael Duckett, Aif® Michael Duckett, Aif® Colleague at Creative Planning Washington, District Of Columbia, United States, United States View → AJ Austin Johnson Austin Johnson Colleague at Creative Planning Phoenix, Arizona, United States, United States View → JB Jessica Brockway, Cpa Jessica Brockway, Cpa Colleague at Creative Planning Madison, Wisconsin, United States, United States View → AH Angela Hoppa Angela Hoppa Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → JD Juan Dominguez Juan Dominguez Colleague at Creative Planning United States, United States View →
3 education records

Barbara Best, Aif education

B.A., Economics

Boston College

Professional Program In Business Certificate, Finance

New York University

Junior Semester Abroad: London School Of Economics

Ies Abroad
FAQ

Frequently asked questions about Barbara Best, Aif

Quick answers generated from the profile data available on this page.

What company does Barbara Best, Aif work for?

Barbara Best, Aif works for Creative Planning.

What is Barbara Best, Aif's role at Creative Planning?

Barbara Best, Aif is listed as Director at Creative Planning.

What is Barbara Best, Aif's email address?

AeroLeads has found 1 work email signal at @capstratig.com for Barbara Best, Aif at Creative Planning.

What is Barbara Best, Aif's phone number?

AeroLeads has found 16 phone signal(s) with area code 312, 708, 630, 773, 212, 303, 609, 847, 650 for Barbara Best, Aif at Creative Planning.

Where is Barbara Best, Aif based?

Barbara Best, Aif is based in Greater Chicago Area, United States, United States while working with Creative Planning.

What companies has Barbara Best, Aif worked for?

Barbara Best, Aif has worked for Creative Planning, Cap Strat, Merrill Lynch Retirement Group, and American Express.

Who are Barbara Best, Aif's colleagues at Creative Planning?

Barbara Best, Aif's colleagues at Creative Planning include Asia Maston, Cfp®, Shari Mount - Mba, Ezra Begemann, Devon W. Daniels, and Noah Williams.

How can I contact Barbara Best, Aif?

You can use AeroLeads to view verified contact signals for Barbara Best, Aif at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Barbara Best, Aif attend?

Barbara Best, Aif holds B.A., Economics from Boston College.

What skills is Barbara Best, Aif known for?

Barbara Best, Aif is listed with skills including Investment Advisory, Retirement Planning, Mutual Funds, 401K, Investments, Retirement, Financial Services, and Equities.

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