Chris Holt, CFP®
Wealth Manager
Chris 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 nearly two decades of experience in the financial services industry, Chris offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Chris served as a wealth manager at a local independent advisory firm. Before that, he was a vice president/financial consultant for a national investment advisory firm.
Chris received his Bachelor of Arts degree from the University of Cincinnati. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Chris and his wife, Stephanie, have two daughters: Nora and Madison. In his spare time, Chris enjoys spending time with his family, traveling, golfing, exercising and reading.
Articles by Chris Holt, CFP®
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