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Sean Smith, Cfp® Email & Phone Number

Partner and Private Wealth Manager at Creative Planning
Location: Kansas City, Missouri, United States 9 work roles 1 school
1 work email found @creativeplanning.com 3 phones found area 206 and 913 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@creativeplanning.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Partner and Private Wealth Manager
Location
Kansas City, Missouri, United States
Company size
1946 employees

Who is Sean Smith, Cfp®? Overview

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Quick answer

Sean Smith, Cfp® is listed as Partner and Private Wealth Manager at Creative Planning, a company with 1946 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at creativeplanning.com, phone signal with area code 206, 913, and a matched LinkedIn profile for Sean Smith, Cfp®.

Sean Smith, Cfp® previously worked as Partner / Private Wealth Manager at Creative Planning and Partner / Senior Financial Planner at Creative Planning. Sean Smith, Cfp® holds Ba, English Language And Literature, General from Boston University.

Company email context

Email format at Creative Planning

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

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Profile bio

About Sean Smith, 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 Insurance, Risk Management, Underwriting, Disability Insurance, and 23 others.

Current workplace

Sean Smith, Cfp®'s current company

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Creative Planning
Creative Planning
Partner and Private Wealth Manager
Kansas City, MO, US
Website
creativeplanning.com
Employees
1946
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Company profile
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9 roles

Sean Smith, Cfp® work experience

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

Senior Service Specialist

The Hartford
Mar 2009 - Oct 2009
Team & coworkers

Colleagues at Creative Planning

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

RM Ryan Mayfield Ryan Mayfield Colleague at Creative Planning Kansas City Metropolitan Area, United States View → SS Sam Scott, Cfp® Sam Scott, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View → JK Jonathan Kreilein, Cpa, Cva Jonathan Kreilein, Cpa, Cva Colleague at Creative Planning Indianapolis, Indiana, United States, United States View → JP Jason Pugh Jason Pugh Colleague at Creative Planning Kansas City Metropolitan Area, United States View → TA Thomas Altimont Thomas Altimont Colleague at Creative Planning Dallas-Fort Worth Metroplex, United States View → AE Autumn Enright Autumn Enright Colleague at Creative Planning Farmington, Minnesota, United States, United States View → JB Jessica Brockway, Cpa Jessica Brockway, Cpa Colleague at Creative Planning Madison, Wisconsin, United States, United States View → SS Shannon Schneider Shannon Schneider Colleague at Creative Planning Lenexa, Kansas, United States, United States View → PM Paige Moon Paige Moon Colleague at Creative Planning Independence, Missouri, United States, United States View → SQ Stefany Quirico, Cfp® Stefany Quirico, Cfp® Colleague at Creative Planning Austin, Texas Metropolitan Area, United States View →
1 education record

Sean Smith, Cfp® education

FAQ

Frequently asked questions about Sean Smith, Cfp®

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

What company does Sean Smith, Cfp® work for?

Sean Smith, Cfp® works for Creative Planning.

What is Sean Smith, Cfp®'s role at Creative Planning?

Sean Smith, Cfp® is listed as Partner and Private Wealth Manager at Creative Planning.

What is Sean Smith, Cfp®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Sean Smith, Cfp® at Creative Planning.

What is Sean Smith, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 206, 913 for Sean Smith, Cfp® at Creative Planning.

Where is Sean Smith, Cfp® based?

Sean Smith, Cfp® is based in Kansas City, Missouri, United States while working with Creative Planning.

What companies has Sean Smith, Cfp® worked for?

Sean Smith, Cfp® has worked for Creative Planning and The Hartford.

Who are Sean Smith, Cfp®'s colleagues at Creative Planning?

Sean Smith, Cfp®'s colleagues at Creative Planning include Ryan Mayfield, Sam Scott, Cfp®, Jonathan Kreilein, Cpa, Cva, Jason Pugh, and Thomas Altimont.

How can I contact Sean Smith, Cfp®?

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

What schools did Sean Smith, Cfp® attend?

Sean Smith, Cfp® holds Ba, English Language And Literature, General from Boston University.

What skills is Sean Smith, Cfp® known for?

Sean Smith, Cfp® is listed with skills including Insurance, Risk Management, Underwriting, Disability Insurance, Employee Benefits, Process Improvement, Business Analysis, and Account Management.

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