Christy Tillman

Christy serves as an Institutional Advisor at Creative Planning. In this role, she manages assets exclusively for nonprofit organizations and private foundations. Her areas of expertise include fiduciary training, endowment-related best practices and development of investment policy statements and spending policies.

Christy has more than a decade of experience in the financial services industry. Prior to joining Creative Planning, she provided investment advice and education, RFP guidance and fiduciary best practices for a network of independent investment advisors. She also worked as a wealth manager, specializing in financial planning for public employees and small business owners.

Christy holds a Bachelor of Arts degree in economics and business from Westmont College. She is a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and holds the Accredited Investment Fiduciary® designation, as awarded by Fi360.

Beyond her professional achievements, Christy is actively engaged in community service. She participates in the Junior Achievement Financial Literacy Program and is a member of the Neptunian Woman’s Club in Manhattan Beach, California. She previously served as a board member of the National Association for Multi-Ethnicity in Communications. In her leisure time, Christy enjoys live music, traveling and biking along the Southern California coast with her husband, Brian, and their two daughters.