Tony Favela serves as a Managing Director with Creative Planning, working directly with clients to develop a cohesive strategy to meet their goals and most complex financial needs. Tony’s comprehensive approach solves wealth management issues in the areas of retirement planning, education planning, investment management, tax, estate planning, business succession planning, insurance, and charitable planning. Tony will work with you to personally understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning, Tony worked for two major national financial companies. The majority of his career has been focused on executive stock plans, financial planning, and investment management for high net worth families.
Tony received a Bachelor of Arts degree in Business and a minor in Finance. He currently holds the Accredited Investment Fiduciary® credential designated by the Center for Fiduciary Studies and the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning.
Tony and his wife Jennifer have two children, Sienna and Allaya. He has served 8 years in the Marines with completed tours in the Middle East, Asia and Africa, and is currently serving in the National Guard with 15 years of service. Tony has been awarded the Texas Medal of Merit and is a three-time recipient of the Army Achievement Medal.