Bob Harris

Hello and Welcome,

I’m Bob Harris, a Private Wealth Manager at Creative Planning. I lead a team of credentialed specialists dedicated to serving Cerner associates and their families whose needs include:

  • Financial Planning
  • Investment Management
  • Tax Preparation and Consulting
  • Estate Planning
  • Insurance and Risk Management

Like Cerner, Creative Planning is Kansas City-based with entrepreneurial origins, located just minutes from Cerner’s campuses. As of January 2020 we have more than $47 billion of assets under management*, 600+ associates and clients in all 50 United States.
(* Please see important disclosure information)

Because Cerner plays such a vital role in the Kansas City business community, my team and I are dedicated to ensuring that your wealth management needs are met. Our goal is to provide you with access to the expertise you and your family need – coupled with the highly personalized service you want – from a wealth management firm.

To support our Cerner-designed services, we offer:

  • A free initial consultation
  • An in-depth understanding of Cerner-provided benefits, including equity incentives
  • Discounted Estate Planning and Wealth Management services for Cerner associates who are Creative Planning wealth management clients
  • Articles, podcasts and videos curated by Creative Planning, click here for the full library
  • Educational events – both live and virtual
  • A free copy of the New York Times best-selling book, The 5 Mistakes Every Investor Makes and How to Avoid Them by Creative Planning President Peter Mallouk, JD, MBA, CFP®.

A sample of our informative content, selected for its relevancy to Cerner associates, includes:

Like Cerner, Creative Planning is a Kansas City success story, and we understand the needs of associates working in high-growth organizations. Our accolades include:

  • Recognition in a New York Times article – click here
  • Named by Barron’s three times as the “No. 1 Independent Wealth Management Firm in America” click here
  • Named by CNBC twice as the “No. 1 Independent Wealth Management Firm in America” click here

My team and I are here to help Cerner associates, so let us know how we can help you. As a fiduciary, we always operate in your best interests, and we do not sell others’ proprietary products or earn their commissions.

To schedule a conversation or free initial consultation, send me an email, or reach out  to me however is convenient for you.

Regards,

Bob Harris, CFP®, JD
Private Wealth Manager
Dedicated Cerner Advisor
913-303-4314
Email: [email protected]
Connect on LinkedIn

5454 W. 110th Street
Overland Park, KS 66211

Learn More Information About Creative Planning

 


 

Hosted by Creative Planning Director of Financial Education Jonathan Clements and President Peter Mallouk, this month’s podcast looks closely at locking in financial benefits amid economic uncertainty. They also discuss what’s rallying the Bear Market; the types of companies that are leading the way; and the role of tech stocks and their sustainability.

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING