Tiffany O’Neal, MBA, CFP®

Wealth Manager

Tiffany serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement and estate planning.

Prior to joining Creative Planning, Tiffany worked for a large national registered investment advisor serving high net worth individuals and families.  She brings to her clients 15 years of experience in the financial services industry, where she has developed an in-depth knowledge of serving clients with comprehensive wealth management.

Tiffany earned her Master of Business Administration degree from Tulane University with a concentration in Finance.  Prior to that she received her bachelor’s degree from the University of Florida.  Tiffany is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

In her spare time Tiffany enjoys walking her dog, Milli, enjoying Florida beaches and spending time with family and friends.

 

813-365-5390

[email protected]