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Carolyn Frager

Wealth Manager, Partner

Carolyn serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to help meet each individual client’s specified goals and objectives. Carolyn practices in investment management, estate planning, tax planning, risk management, employee benefits, education planning, and retirement planning.

Carolyn brings more than 10 years of experience in the financial industry to her clients. Prior to joining Creative Planning, she worked at a national brokerage firm as a Relationship Manager and Investment Advisor. Carolyn was involved in financial plan creation and execution, investment management, and investment research.

Carolyn earned a Bachelor of Science degree focusing on personal financial planning from Kansas State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Carolyn and her husband Luke have three children, Clark, Bristol and Conrad. In their spare time, they enjoy serving in their church, traveling, running, and spending time with family and friends.

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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