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Andrew Shearer, CFP®

Wealth Manager, Partner
Andrew serves as a Wealth Manager, working directly with clients to customize and implement a strategy to address their financial, investment, insurance, tax, and estate planning needs. Andrew began his career in the investments industry in 1998. Prior to joining Creative Planning, he worked for a major national financial services firm as a Vice President providing consulting services within the Planning and Product Distribution Group where his duties included coaching representatives, developing financial plans for high-net worth clients and delivering presentations on various topics. , Andrew was also recognized with multiple awards including the distinguished President’s Circle Award for the top 5% in the company, multiple Achiever Awards, and the Chairman’s Award. Andrew received a Bachelor of Arts degree in Business-Finance from Kansas State University. He also holds the Certified Financial Planner™ designation. Andrew lives with his wife Amiee, and their three children, Gavin, Bennett, and Maren. In his spare time, he enjoys spending time with his family and friends and attending his children’s activities. Andrew also enjoys various sporting activities and the outdoors.

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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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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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