Request a Meeting

Request a Meeting

Financial Planner Erica James named to InvestmentNews’ 2022 40 Under 40 List

Last Updated
June 13, 2022

OVERLAND PARK, Kan., June 6, 2022 – InvestmentNews has recognized Creative Planning Financial Planner Erica James as a 2022 40 Under 40 honoree. James was chosen from a pool of more than 600 nominees by a panel of reporters, editors and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.

“I love being in a helping profession and being able to educate people. Even in small ways, education can have a big impact on people’s future, their families and their communities,” said James. “It is my hope that future planners will see me on this list and see themselves. They will know that they can do it too, they belong, and they are needed.”

“Erica embodies so many of the values we extol at Creative Planning: financial planning expertise, intellectual curiosity, and community-mindedness. I’m thrilled InvestmentNews recognized her exceptional commitment to our clients and community, and I look forward to seeing her continue to thrive,” said Peter Mallouk, President and CEO of Creative Planning.

InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By recognizing these honorees, InvestmentNews hopes to spotlight the industry’s promising future.

“The 40 individuals selected as the future of our business are a perfect example of the life and vitality of this industry,” said Paul Curcio, Editor in Chief. “InvestmentNews is proud to profile these rising stars and shine a light on their impressive accomplishments at such an early stage of their careers. This year’s class is no exception. It wasn’t easy to narrow the field down to just 40 honorees, but we believe these are the very best of the best the industry has to offer.”

James, along with the others making the 9th annual 40 under 40 list, is highlighted in the June 6, 2022, issue of InvestmentNews and online at investmentnews.com.

To learn more about Erica James, the other 2022 winners, awards and the event to honor them, please visit https://40under40inadvice.com/.

To learn more about the methodology behind this award, please visit our Important Disclosures page.

About InvestmentNews

Bonhill Group PLC’s InvestmentNews (IN) is the most trusted resource for financial advisers. InvestmentNews connects buyers and sellers who are decision-makers in the financial services industry and influence more than $23 trillion in AUM, through multiple media channels, including online destinations, magazines, events, research and data. Learn more at www.InvestmentNews.com.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises on over $225 billion in assets across all 50 states and 65 countries, as of December 31, 2021.

Let’s Talk

Find out how Creative Planning can help you maximize your wealth.

Recent Content

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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