Dedicated to Serving Cerner

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]
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5454 W. 110th Street
Overland Park, KS 66211

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING