Brian Abatemarco, CFP®

Brian 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 more than a decade of experience in the financial services industry, Brian offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Brian served as a vice president at a national investment advisory firm, where he was involved in client acquisition, financial plan creation and investment management.

Brian received his Bachelor of Science degree in finance from Virginia Tech. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Brian and his wife, Lindsey, enjoy traveling and spending time with their family. In his spare time, Brian enjoys a competitive round of golf, cheering on his Washington Commanders and venturing into the eclectic Washington D.C. food scene.