Joe Galunas, Cfa, Cfp®
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Joe Galunas, Cfa, Cfp® Email & Phone Number

Private Wealth Manager at Creative Planning, LLC at Creative Planning
Location: Atlanta, Georgia, United States 6 work roles 1 school
1 work email found @thecapitalgroup.com 1 phone found area 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@thecapitalgroup.com
Direct phone (770) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Private Wealth Manager at Creative Planning, LLC
Location
Atlanta, Georgia, United States
Company size
631 employees

Who is Joe Galunas, Cfa, Cfp®? Overview

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Quick answer

Joe Galunas, Cfa, Cfp® is listed as Private Wealth Manager at Creative Planning, LLC at Creative Planning, a company with 631 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 770, and a matched LinkedIn profile for Joe Galunas, Cfa, Cfp®.

Joe Galunas, Cfa, Cfp® previously worked as Private Wealth Manager at Creative Planning and Vice President, Client Relationship Team Manager at Capital Group Private Client Services. Joe Galunas, Cfa, Cfp® holds Finance, Business/Finance from University Of Georgia - Terry College Of Business.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Joe Galunas, Cfa, Cfp®'s masked contact details.

*@thecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for Joe Galunas, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Joe Galunas, Cfa, Cfp®

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management.

Listed skills include Equities, Options, Financial Analysis, Investment Advisory, and 3 others.

Current workplace

Joe Galunas, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Private Wealth Manager at Creative Planning, LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
View company profile Email format
6 roles

Joe Galunas, Cfa, Cfp® work experience

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

Private Wealth Manager

Current
Creative Planning

Atlanta, Georgia, United States

Jun 2024 - Present

Manager, Platinum Relationship Management

E*Trade Financial

Alpharetta, GA

Aug 2009 - Jul 2015

Account Services Specialist

Atlanta Financial Associates

Dunwoody, GA

Feb 2009 - Jul 2009
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

JJ Jeff Juday, Cfp® Jeff Juday, Cfp® Colleague at Creative Planning Alpharetta, Georgia, United States, United States View → LS Lisa Saxton, Cfp® Lisa Saxton, Cfp® Colleague at Creative Planning San Diego, California, United States, United States View → NH Nick Hershey Nick Hershey Colleague at Creative Planning Gilbert, Arizona, United States, United States View → RA Ron Adkison, Cfp® Ron Adkison, Cfp® Colleague at Creative Planning Jefferson County, Missouri, United States, United States View → KJ Kevin Jones, Cfp® Kevin Jones, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → JE Jesse Espinoza, Mba, Cfp® Jesse Espinoza, Mba, Cfp® Colleague at Creative Planning Corona, California, United States, United States View → AJ Andreas Johnson, Cfp® Andreas Johnson, Cfp® Colleague at Creative Planning Portland, Oregon Metropolitan Area, United States View → KC Katelyn Clark Katelyn Clark Colleague at Creative Planning Kansas City, Missouri, United States, United States View → JM Jody Mandl Jody Mandl Colleague at Creative Planning Overland Park, Kansas, United States, United States View → KB Kati Barnes Kati Barnes Colleague at Creative Planning Dallas, Texas, United States, United States View →
1 education record

Joe Galunas, Cfa, Cfp® education

FAQ

Frequently asked questions about Joe Galunas, Cfa, Cfp®

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

What company does Joe Galunas, Cfa, Cfp® work for?

Joe Galunas, Cfa, Cfp® works for Creative Planning.

What is Joe Galunas, Cfa, Cfp®'s role at Creative Planning?

Joe Galunas, Cfa, Cfp® is listed as Private Wealth Manager at Creative Planning, LLC at Creative Planning.

What is Joe Galunas, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @thecapitalgroup.com for Joe Galunas, Cfa, Cfp® at Creative Planning.

What is Joe Galunas, Cfa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 770 for Joe Galunas, Cfa, Cfp® at Creative Planning.

Where is Joe Galunas, Cfa, Cfp® based?

Joe Galunas, Cfa, Cfp® is based in Atlanta, Georgia, United States while working with Creative Planning.

What companies has Joe Galunas, Cfa, Cfp® worked for?

Joe Galunas, Cfa, Cfp® has worked for Creative Planning, Capital Group Private Client Services, E*Trade Financial, Atlanta Financial Associates, and Ameriprise Financial.

Who are Joe Galunas, Cfa, Cfp®'s colleagues at Creative Planning?

Joe Galunas, Cfa, Cfp®'s colleagues at Creative Planning include Jeff Juday, Cfp®, Lisa Saxton, Cfp®, Nick Hershey, Ron Adkison, Cfp®, and Kevin Jones, Cfp®.

How can I contact Joe Galunas, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Joe Galunas, Cfa, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Joe Galunas, Cfa, Cfp® attend?

Joe Galunas, Cfa, Cfp® holds Finance, Business/Finance from University Of Georgia - Terry College Of Business.

What skills is Joe Galunas, Cfa, Cfp® known for?

Joe Galunas, Cfa, Cfp® is listed with skills including Equities, Options, Financial Analysis, Investment Advisory, Investment Strategies, Equity Trading, and Trading Strategies.

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