Charlotte Area
Providing financial peace of mind across the globe and in your local area.
LOCAL EXPERTISE. ALL IN-HOUSE.
About Creative Planning
Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Charlotte Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.
*Barron's 2017
Important disclaimer information
Services Offered
Comprehensive Wealth Management
Investment Management
Tax Preparation & Planning
Trusts & Estate Planning
Financial Planning
Retirement Planning
Insurance
International Services
Meet Your Team
Kyle Bernstein, CFP®
Financial Planner
Cindy Ghattas, CFP®
Financial Planner
Jared Wewers
Financial Planner
Christy Gleason, CPA
Tax
Christina Knopke, JD
Legal, Partner
James Cerv
Operations
Andrea Haupt
Operations
Request a Meeting
Once we receive your inquiry, a team member will be in touch to set up your free, no-obligation consultation within one business day.
