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Beth Sharpe

Wealth Manager

As a Wealth Manager, Beth works closely with her clients to develop a customized and comprehensive financial plan, including the areas of investment and risk management, and retirement, tax, estate, education and charitable planning.

Beth has been in the financial services industry for over 23 years. Her experience includes managing client relationships as an investment advisor for one of the leading wealth advisors in the country. Prior to joining Creative Planning, Beth led the professional training and practice management divisions for a Midwest turnkey asset management provider.

Beth grew up in Elm Grove, Wisconsin and graduated from Indiana University – Bloomington with her Bachelor of Science degree.

Beth enjoys skiing, sailing and traveling. She lives in Saint Louis, Missouri with her husband and four children.

*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

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021