Charlie Bilello
Charlie Bilello

Empowering You to Make Smarter Money Moves

At Creative Planning, we believe educated clients make better financial decisions. Our Chief Market Strategist Charlie Bilello embodies that belief, sharing insights that help separate the signal from the noise and make complex ideas easy to understand.

Get on the Path to Financial Freedom

At Creative Planning, our fiduciary wealth managers work with in-house CPAs and attorneys to look at all elements of your financial picture to help ensure your money is working as hard as it can for you, day in and day out.

We build your plan and portfolio with you so that you can see how they work together to support long-term growth, giving you the confidence and freedom to enjoy your wealth.

Services For All Elements of Your Financial Life

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Strategic Tax Planning
  • Insurance
  • Estate Planning and Trusts
Charlie Bilello

About Charlie Bilello

Charlie Bilello is the Chief Market Strategist at Creative Planning, a nationally recognized wealth management firm with more than $200 billion in combined assets under management and advisement. In this role, he produces engaging content with the goal of helping investors achieve better outcomes.

An award-winning author with a background that spans the global investing landscape, his research and insights make complex ideas easy to understand.

Charlie has a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He also holds the Chartered Market Technician designation and Certified Public Accountant certificate.

Charlie has been named by Business Insider and MarketWatch as one of the top people to follow on Twitter and his market insights are often featured in Barron’s, Bloomberg, and The Wall Street Journal.

#1 Independent Advisory Firm
 Named to Top RIA list
Named To Top RIA LIST

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Peter Mallouk

President & CEO, Creative Planning

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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021