Don Duncan, CFP®, CRPS®
Managing Director, Partner
Don serves as a Managing Director, 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 more than three decades of experience in the financial services industry, Don has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Don was a founding partner at an independent investment advisory firm.
Don earned a Bachelor of Science degree in business management from Kansas Wesleyan University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.
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