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John Simonson, Cfp® Email & Phone Number

Partner and Wealth Manager at Creative Planning, Inc. at Creative Planning, Inc.
Location: Omaha, Nebraska, United States 3 work roles 1 school
1 work email found @creativeplanning.com 2 phones found area 785 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@creativeplanning.com
Direct phone (785) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning, Inc.
Role
Partner and Wealth Manager at Creative Planning, Inc.
Location
Omaha, Nebraska, United States
Company size
1946 employees

Who is John Simonson, Cfp®? Overview

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Quick answer

John Simonson, Cfp® is listed as Partner and Wealth Manager at Creative Planning, Inc. at Creative Planning, Inc., a with 1946 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at creativeplanning.com, phone signal with area code 785, and a matched LinkedIn profile for John Simonson, Cfp®.

John Simonson, Cfp® previously worked as Partner / Wealth Manager at Creative Planning, Inc. at Creative Planning, Inc. and Vice President, Senior Account Executive at Fidelity Investments. John Simonson, Cfp® studied at Kansas State University.

Company email context

Email format at Creative Planning, Inc.

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*@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for John Simonson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About John Simonson, Cfp®

John is a Partner and Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*. Creative Planning as of 12/31/24 over $282B combined assets under management and advisement for clients in all 50 states. 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.

Current workplace

John Simonson, Cfp®'s current company

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Creative Planning, Inc.
Creative Planning, Inc.
Partner and Wealth Manager at Creative Planning, Inc.
Omaha, NE, US
Website
creativeplanning.com
Employees
1946
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Company profile
View company profile Email format
3 roles

John Simonson, Cfp® work experience

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

Partner / Wealth Manager At Creative Planning, Inc.

Current
Creative Planning, Inc.

Greater Omaha Area

Jul 2014 - Present
Team & coworkers

Colleagues at Creative Planning, Inc.

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

SB Susan Blumenthal Susan Blumenthal Colleague at Creative Planning, Inc.Miami, Florida, United States View → CK Cordia Kuykendall, Mba Cordia Kuykendall, Mba Colleague at Creative Planning, Inc.Memphis, Tennessee, United States View → RM Ray Moncrieffe Ray Moncrieffe Colleague at Creative Planning, Inc.Leawood, Kansas, United States View → RM Ryan Munroe, Cfp®, Cima® Ryan Munroe, Cfp®, Cima® Colleague at Creative Planning, Inc.San Diego, California, United States View → KR Kelli Rawley, Mba, Cfp® Kelli Rawley, Mba, Cfp® Colleague at Creative Planning, Inc.Kansas City Metropolitan Area, United States View → RO Rob Oldaker, Cmfc® Rob Oldaker, Cmfc® Colleague at Creative Planning, Inc.Lenexa, Kansas, United States View → JG Jake Gadwood, Cfp® Jake Gadwood, Cfp® Colleague at Creative Planning, Inc.Kansas City, Missouri, United States View → AF Abbey Fangman Abbey Fangman Colleague at Creative Planning, Inc.Waterloo-Cedar Falls Area, United States View → BA Barrett Albright Barrett Albright Colleague at Creative Planning, Inc.Kansas City Metropolitan Area, United States View → JB Justin Bogardus, Mba, Cfp® Justin Bogardus, Mba, Cfp® Colleague at Creative Planning, Inc.Overland Park, Kansas, United States View →
1 education record

John Simonson, Cfp® education

FAQ

Frequently asked questions about John Simonson, Cfp®

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

What company does John Simonson, Cfp® work for?

John Simonson, Cfp® works for Creative Planning, Inc..

What is John Simonson, Cfp®'s role at Creative Planning, Inc.?

John Simonson, Cfp® is listed as Partner and Wealth Manager at Creative Planning, Inc. at Creative Planning, Inc..

What is John Simonson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for John Simonson, Cfp® at Creative Planning, Inc..

What is John Simonson, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 785 for John Simonson, Cfp® at Creative Planning, Inc..

Where is John Simonson, Cfp® based?

John Simonson, Cfp® is based in Omaha, Nebraska, United States while working with Creative Planning, Inc..

What companies has John Simonson, Cfp® worked for?

John Simonson, Cfp® has worked for Creative Planning, Inc. and Fidelity Investments.

Who are John Simonson, Cfp®'s colleagues at Creative Planning, Inc.?

John Simonson, Cfp®'s colleagues at Creative Planning, Inc. include Susan Blumenthal, Cordia Kuykendall, Mba, Ray Moncrieffe, Ryan Munroe, Cfp®, Cima®, and Kelli Rawley, Mba, Cfp®.

How can I contact John Simonson, Cfp®?

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

What schools did John Simonson, Cfp® attend?

John Simonson, Cfp® studied at Kansas State University.

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