Don Scholz, CFP®
Wealth Manager
Don 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 more than 35 years of experience in the financial services industry, Don has developed in-depth experience providing comprehensive wealth management. Prior to joining Creative Planning, Don worked for an independent investment advisory firm as a senior wealth advisor.
Don earned a Bachelor of Arts degree from the St. Pius X Seminary, where he graduated with honors, and a Master of Business Administration degree in finance from Drexel University. Don is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Don and his wife, Joanna, have three children (Don, Mary and Hilary) and four grandchildren. In his spare time, Don enjoys golfing, making wine, landscaping, playing guitar and spending time with his family.
Articles by Don Scholz, CFP®
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