Andy Shaul, CPA/PFS
Wealth Manager, Partner
Andy serves as a Private Wealth Manager, 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 35 years of experience in the financial services industry, Andy has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he founded both a CPA firm and an independent investment advisory firm.
Andy earned a Bachelor of Science degree in business administration from the University of Tennessee and a Master of Science degree in taxation from the University of Memphis. He is also a Certified Public Accountant and a Personal Financial Specialist, as designated by the American Institute of Certified Public Accountants.
Andy and his wife, Karol, have three children: Ginny, Mike and Margaret. In his spare time, Andy enjoys boating, water skiing and spending time with his family.
Articles by Andy Shaul, CPA/PFS
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