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Brian Katzman, CFP®

Wealth Manager
Brian serves as a 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 and education planning, employee benefits and estate planning. Prior to joining Creative Planning, Brian worked for an independent investment advisory firm as a wealth manager, where he developed an in-depth knowledge of serving clients with comprehensive wealth management. Brian earned a Bachelor of Arts degree from the Pennsylvania State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Brian and his wife Randi have one daughter, Falyn. In his spare time, Brian enjoys golfing, bowling, and spending time with his family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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