AJ Kratz, CFA®, CFP®
Wealth Manager, Partner
A.J. serves as a Private Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, A.J. has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a partner and senior advisor.
A.J. earned a Bachelor of Arts degree in economics from the University of Tennessee. A.J. is both a Chartered Financial Analyst®, as designated by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
A.J. and his wife, Amy, have two children: Britton and Jackson. In his spare time, A.J. enjoys golfing, coaching little league baseball and spending time with his family.
Articles by AJ Kratz, CFA®, CFP®
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