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Anpu Stephens, CFP®

Wealth Manager

Anpu serves as a Private 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.

Anpu brings more than 18 years of experience in the financial services and management consulting industries. Prior to joining Creative Planning, she worked for a Fortune 100 financial services organization as a Wealth Management Advisor where she served high net worth individuals and families. Anpu was responsible for developing a holistic understanding of her clients’ needs, wants, and wishes and worked closely with them to help achieve their goals.

Anpu earned a Bachelor of Arts degree in Economics from Barnard College of Columbia University. Anpu is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and has passed CFA Exam Level I as offered by the CFA Institute.

Anpu and her husband Andrew have two children – Lina and Bo. In her spare time, Anpu enjoys crafts and STEM activities with her children, cooking, traveling, and family nature walks.

*See all Creative Planning disclosures and sources.

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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