Managing Director, Partner
Arnold serves as a Managing Director with Creative Planning. He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies to achieve their goals. He works specifically in the areas of investment, tax, insurance, education, estate and retirement planning.
Arnold has over 17 years of investment management and financial planning experience. Prior to joining Creative Planning, he worked for a major financial services company where he served in a variety of capacities. Most recently, as Vice President Branch Manager, he was responsible for a team of 17 financial professionals who managed client relationships, including investment management. During his tenure at his previous employer, Arnold was recognized with the Achiever Award on five separate occasions, the Presidents Circle Award twice, as well as numerous client-focus awards. He was also nominated and chosen to work with a select group of individuals to develop and implement client planning initiatives on a national level.
Arnold has been ranked by Barron’s as one of its ‘Top 100 Independent Wealth Advisors in America' (2022*).
Arnold received a Bachelor of Science degree in Accounting from St. Xavier University in Chicago. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
*See all Creative Planning disclosures and sources.