Carrie Shapiro, CFP®
Wealth Manager
Carrie 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.
Carrie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she worked for an independent investment advisory firm as a Private Wealth Associate.
Carrie received her Bachelor of Arts degree from the University of Wisconsin–Madison. She is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Carrie and her husband, Jonny, enjoy distance running, backcountry camping, cheering on the Wisconsin Badgers, and cooking for their friends and family.
Articles by Carrie Shapiro, CFP®
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