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Amy Macal, MBA, CFP®

Wealth Manager
Amy 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, employee benefits and estate planning. With more than 16 years of experience in the financial services industry, Amy offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Amy was a financial advisor with an independent advisory firm where she worked with high-net-worth clients and their families, helping construct thorough financial plans to help them reach their lifelong financial goals. Amy received her Master of Business Administration degree from the Kellstadt Graduate School of Business at DePaul University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. In her free time, Amy and her husband, Dan, enjoy water sports, fishing and spending time with their daughter, Nora.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021