Private Wealth Manager
CurrentPrivate Wealth Manager and Partner at Creative Planning LLC
Aug 2023 - Present
AeroLeads people directory · profile
Jonathan Liang Email & Phone Number
Partner/Private Wealth Manager at Creative Planning LLC
at
Creative Planning
2 work emails found
@ctbfin.com
3 phones found area 952
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner/Private Wealth Manager at Creative Planning LLC
Location
Minneapolis, Minnesota, United States
Who is Jonathan Liang? Overview
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Quick answer
Jonathan Liang is listed as Partner/Private Wealth Manager at Creative Planning LLC at Creative Planning, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ctbfin.com, phone signal with area code 952, and a matched LinkedIn profile for Jonathan Liang.
Jonathan Liang previously worked as Private Wealth Manager at Creative Planning and Wealth Manager and Partner at Creative Planning. Jonathan Liang holds Certified Financial Planner (Cfp®) Certification, Personal Finance from The American College Of Financial Services.
Company email context
Email format at Creative Planning
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{first}@ctbfin.com
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AeroLeads found 2 current-domain work email signals for Jonathan Liang. Compare company email patterns before reaching out.
Profile bio
About Jonathan Liang
Jonathan Liang is a Private Wealth Manager and Partner at Creative Planning LLC
Listed skills include Portfolio Design And Management, Retirement Income Planning, Income Tax Planning, Estate And Tax Planning, and 10 others.
Current workplace
Jonathan Liang's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Jonathan Liang work experience
A career timeline built from the work history available for this profile.
Wealth Manager And Partner
Aug 2023 - Aug 2023
Financial Advisor/Partner
CurrentRetirement portfolio and income/distribution planning, "lifetime" income tax planning and construction, wealth protection, estate and estate tax planning, portfolio design and management, "Personal CFO" for clients $1.5 million+, insurance consulting, large purchase consulting, cash flow/liability management, among others.
Jan 2000 - Present
Strategic Account Executive (Sae)
Delivered strategic, high-dollar medical contracting product solutions for transplant and other complex medical conditions to third-party administrators, managed care organizations, health plans and managing general underwriters.
Mar 2004 - Dec 2005
Allianz Life Of North America
Allianz Life Of North America
Employer stop-loss sales and consulting through TPA, MCO and MGU channels. Ran the Northeast and Southeast US sales territories and “marquis” accounts. Customized consumer-directed underwriting methodology.
Nov 2000 - Nov 2002
Multinational Associate
Aig – Group Management Division
Reported to multinational pooling director for broad array of benefits products (disability, life, pension and expatriate health). Co-lead developing new expatriate health product. Training modules for sales and operations.
Nov 1999 - Nov 2000
Consultant
Unitedhealthcare International
Analytics: business start-up (3 health plans, 1 merger), product design, network construction. Co-negotiated $3 million consulting project. Ground-based, 7 country market-entry feasibility study in Southeast Asia. Cost/utilization study in Germany.
Oct 1996 - Nov 1999
4 education records
Jonathan Liang education
Certified Financial Planner (Cfp®) Certification, Personal Finance
The American College Of Financial Services
Ma - International Business, International Business And European History
Indiana University Bloomington
Ba, Philosophy, German Lit (Double Major)
Hope College
Education record
Universität Freiburg Im Breisgau
FAQ
Frequently asked questions about Jonathan Liang
Quick answers generated from the profile data available on this page.
What company does Jonathan Liang work for?
Jonathan Liang works for Creative Planning.
What is Jonathan Liang's role at Creative Planning?
Jonathan Liang is listed as Partner/Private Wealth Manager at Creative Planning LLC at Creative Planning.
What is Jonathan Liang's email address?
AeroLeads has found 2 work email signals at @ctbfin.com for Jonathan Liang at Creative Planning.
What is Jonathan Liang's phone number?
AeroLeads has found 3 phone signal(s) with area code 952 for Jonathan Liang at Creative Planning.
Where is Jonathan Liang based?
Jonathan Liang is based in Minneapolis, Minnesota, United States while working with Creative Planning.
What companies has Jonathan Liang worked for?
Jonathan Liang has worked for Creative Planning, Ctb Financial Services, Ltd., United Resource Networks (Now Optumhealth), Allianz Life Of North America, and Aig – Group Management Division.
How can I contact Jonathan Liang?
You can use AeroLeads to view verified contact signals for Jonathan Liang at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Liang attend?
Jonathan Liang holds Certified Financial Planner (Cfp®) Certification, Personal Finance from The American College Of Financial Services.
What skills is Jonathan Liang known for?
Jonathan Liang is listed with skills including Portfolio Design And Management, Retirement Income Planning, Income Tax Planning, Estate And Tax Planning, Financial Planning, Tax, Personal Finance, and Estate Planning.
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