Becca Oelrich, CFP®

Becca serves as a 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.

With nearly two decades of experience in the financial services industry, Becca offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Becca served as a financial advisor with a regional investment advisory firm, where she was involved in financial plan creation and execution, investment management and income tax planning.

Becca received her Bachelor of Science degree from Truman State University. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Becca and her husband, Eric, have two children: Charlotte and Gabe. In her spare time, Becca enjoys reading, traveling and spending time with her family.