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Anthony Folz, CFP®

Wealth Manager

Anthony 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 nearly a decade of experience in the financial services industry, Anthony offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Anthony worked for an independent investment advisory firm as a client services manager.

Anthony earned a Bachelor of Science degree in sports business from Northern Kentucky University. Anthony is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Anthony and his wife, Amy, have two foster children. In his spare time, Anthony enjoys spending time with his family, golfing and traveling.

Articles by Anthony Folz, CFP®

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